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NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Allspring Disciplined Small Cap Inst
Price$14.29
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets95.3M
NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a Hold and WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WSCOX (95.3M). NAESX pays higher dividends than WSCOX: NAESX (1.25) vs WSCOX (0.35). NAESX was incepted earlier than WSCOX: NAESX (65 years) vs WSCOX (11 years). WSCOX (1.39) is less costly to investors than NAESX (0.17). WSCOX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WSCOX: NAESX (3000) vs WSCOX (1000000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. WSCOX (7.61). WSCOX return over 5 years is better than : 72.49 vs. NAESX (57.53).
| NAESX | WSCOX | NAESX / WSCOX | |
| Total Expense Ratio | 0.17 | 0.60 | 28% |
| Annual Report Gross Expense Ratio | 0.17 | 1.39 | 12% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 2.494 | 9.001 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 95.3M | 161,595% |
| Annual Yield % from dividends | 1.25 | 0.35 | 355% |
| Returns for 1 year | 9.15 | 7.61 | 120% |
| Returns for 3 years | 20.39 | 24.52 | 83% |
| Returns for 5 years | 57.53 | 72.49 | 79% |
| Returns for 10 years | 112.59 | -41.06 | -274% |
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