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NAESX vs WSCVX
NAESX vs WSCVX Comparison
Open Charts NAESX vs WSCVX
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.
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).
| 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 | 2.781 | 4.164 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 30.7M | 498,371% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -8.59 | -99% |
| Returns for 3 years | 34.15 | -9.23 | -370% |
| Returns for 5 years | 66.66 | -1.45 | -4,608% |
| Returns for 10 years | 114.71 | -26.67 | -430% |
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