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NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Allspring Disciplined Small Cap Inst
Price$13.82
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets92.83M
NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WSCOX (92.8M). 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 : 8.46 vs. WSCOX (-0.41). WSCOX return over 5 years is better than : 80.36 vs. NAESX (66.66).
| 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 | 2.781 | 5.416 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 92.8M | 164,871% |
| Annual Yield % from dividends | 1.28 | 0.36 | 353% |
| Returns for 1 year | 8.46 | -0.41 | -2,073% |
| Returns for 3 years | 34.15 | 31.85 | 107% |
| Returns for 5 years | 66.66 | 80.36 | 83% |
| Returns for 10 years | 114.71 | -42.11 | -272% |
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