Interact to see
Advertisement
Advertisement
NAESX vs WSCVX
NAESX vs WSCVX Comparison
Open Charts NAESX vs WSCVX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
North Star Small Cap Value Investor
Price$14.79
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets30.56M
NAESX vs WSCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WSCVX commentary
Jul 07, 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: 148B vs. WSCVX (30.6M). NAESX pays higher dividends than WSCVX: NAESX (1.28) vs WSCVX (0.00). NAESX was incepted earlier than WSCVX: NAESX (65 years) vs WSCVX (17 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 : 12.22 vs. WSCVX (-3.77). NAESX return over 5 years is better than : 69.32 vs. WSCVX (-0.64).
| 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 | 17 years | - |
| Gain YTD | 1.432 | 2.637 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 30.6M | 483,660% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | -3.77 | -324% |
| Returns for 3 years | 37.83 | -5.14 | -736% |
| Returns for 5 years | 69.32 | -0.64 | -10,804% |
| Returns for 10 years | 108.83 | -30.38 | -358% |