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NAESX vs WWSAX
NAESX vs WWSAX Comparison
Open Charts NAESX vs WWSAX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Keeley Small Cap Fund A
Price$21.27
Change-$0.19 (-0.89%)
VolumeN/A
Net Assets67.41M
NAESX vs WWSAX Comparison Chart in %
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NAESX vs. WWSAX commentary
Aug 17, 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 WWSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WWSAX (67.4M). NAESX pays higher dividends than WWSAX: NAESX (1.25) vs WWSAX (0.71). NAESX was incepted earlier than WWSAX: NAESX (65 years) vs WWSAX (24 years). WWSAX (1.58) is less costly to investors than NAESX (0.17). WWSAX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). WWSAX has a lower initial minimum investment than NAESX: WWSAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. WWSAX (-13.70). NAESX return over 5 years is better than : 57.53 vs. WWSAX (38.38).
| NAESX | WWSAX | NAESX / WWSAX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.58 | 11% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | 2.494 | 1.673 | 149% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 67.4M | 228,487% |
| Annual Yield % from dividends | 1.25 | 0.71 | 176% |
| Returns for 1 year | 9.15 | -13.70 | -67% |
| Returns for 3 years | 20.39 | -6.42 | -317% |
| Returns for 5 years | 57.53 | 38.38 | 150% |
| Returns for 10 years | 112.59 | 11.34 | 992% |
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