NAESX
Price
$117.71
Change
-$0.46 (-0.39%)
Updated
Jul 28 closing price
Net Assets
153.28B
WSCVX
Price
$15.01
Change
+$0.20 (+1.35%)
Updated
Jul 25 closing price
Net Assets
30.7M
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NAESX vs WSCVX

Header iconNAESX vs WSCVX Comparison
Open Charts NAESX vs WSCVXBanner chart's image
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
North Star Small Cap Value Investor
Price$15.01
Change+$0.20 (+1.35%)
VolumeN/A
Net Assets30.7M
NAESX vs WSCVX Comparison Chart in %
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NAESX vs. WSCVX commentary
Jul 29, 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 WSCVX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WSCVX (30.7M). NAESX pays higher dividends than WSCVX: NAESX (1.28) 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 : 8.46 vs. WSCVX (-8.59). NAESX return over 5 years is better than : 66.66 vs. WSCVX (-1.45).
NAESXWSCVXNAESX / WSCVX
Total Expense Ratio0.171.2214%
Annual Report Gross Expense Ratio0.171.829%
Fund Existence65 years18 years-
Gain YTD2.7814.16467%
Front LoadN/AN/A-
Min. Initial Investment30002500120%
Min. Initial Investment IRAN/AN/A-
Net Assets153B30.7M498,371%
Annual Yield % from dividends1.280.00-
Returns for 1 year8.46-8.59-99%
Returns for 3 years34.15-9.23-370%
Returns for 5 years66.66-1.45-4,608%
Returns for 10 years114.71-26.67-430%
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