NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
WSCOX
Price
$13.84
Change
+$0.17 (+1.24%)
Updated
Jul 3 closing price
Net Assets
93.14M
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NAESX vs WSCOX

Header iconNAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Allspring Disciplined Small Cap Inst
Price$13.84
Change+$0.17 (+1.24%)
VolumeN/A
Net Assets93.14M
NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Jul 07, 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 StrongBuy and WSCOX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WSCOX (93.1M). NAESX pays higher dividends than WSCOX: NAESX (1.28) vs WSCOX (0.36). 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 : 12.22 vs. WSCOX (7.37). WSCOX return over 5 years is better than : 86.63 vs. NAESX (69.32).
NAESXWSCOXNAESX / WSCOX
Total Expense Ratio0.170.6028%
Annual Report Gross Expense Ratio0.171.3912%
Fund Existence65 years11 years-
Gain YTD1.4325.56826%
Front LoadN/AN/A-
Min. Initial Investment300010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets148B93.1M158,969%
Annual Yield % from dividends1.280.36353%
Returns for 1 year12.227.37166%
Returns for 3 years37.8339.1797%
Returns for 5 years69.3286.6380%
Returns for 10 years108.83-42.42-257%
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