NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
WSCVX
Price
$14.79
Change
+$0.13 (+0.89%)
Updated
Jul 3 closing price
Net Assets
30.56M
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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$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 %
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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.

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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).
NAESXWSCVXNAESX / WSCVX
Total Expense Ratio0.171.2214%
Annual Report Gross Expense Ratio0.171.829%
Fund Existence65 years17 years-
Gain YTD1.4322.63754%
Front LoadN/AN/A-
Min. Initial Investment30002500120%
Min. Initial Investment IRAN/AN/A-
Net Assets148B30.6M483,660%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.22-3.77-324%
Returns for 3 years37.83-5.14-736%
Returns for 5 years69.32-0.64-10,804%
Returns for 10 years108.83-30.38-358%
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