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NAESX vs WSCVX
NAESX vs WSCVX Comparison
Open Charts NAESX vs WSCVX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
North Star Small Cap Value Investor
Price$15.87
Change+$0.26 (+1.67%)
VolumeN/A
Net Assets31.46M
NAESX vs WSCVX Comparison Chart in %
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NAESX vs. WSCVX commentary
Sep 08, 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 WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WSCVX (31.5M). NAESX pays higher dividends than WSCVX: NAESX (1.20) vs WSCVX (0.00). NAESX was incepted earlier than WSCVX: NAESX (65 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than NAESX (0.17). WSCVX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). WSCVX has a lower initial minimum investment than NAESX: WSCVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. WSCVX (2.85). NAESX return over 5 years is better than : 66.60 vs. WSCVX (-1.71).
| NAESX | WSCVX | NAESX / WSCVX | |
| Total Expense Ratio | 0.17 | 1.22 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.82 | 9% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | 6.494 | 10.132 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 31.5M | 511,111% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | 2.85 | 477% |
| Returns for 3 years | 39.23 | -1.97 | -1,993% |
| Returns for 5 years | 66.60 | -1.71 | -3,889% |
| Returns for 10 years | 132.36 | -19.18 | -690% |
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