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NAESX vs WSCVX
NAESX vs WSCVX Comparison
Open Charts NAESX vs WSCVX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
North Star Small Cap Value Investor
Price$15.16
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets30.86M
NAESX vs WSCVX Comparison Chart in %
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NAESX vs. WSCVX commentary
Aug 18, 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: 154B vs. WSCVX (30.9M). NAESX pays higher dividends than WSCVX: NAESX (1.25) 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 : 9.15 vs. WSCVX (-3.75). NAESX return over 5 years is better than : 57.53 vs. WSCVX (-8.94).
| 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 | 2.494 | 5.205 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 30.9M | 498,382% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | -3.75 | -244% |
| Returns for 3 years | 20.39 | -15.82 | -129% |
| Returns for 5 years | 57.53 | -8.94 | -643% |
| Returns for 10 years | 112.59 | -25.94 | -434% |
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