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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Ultra
Price$15.60
Change-$0.22 (-1.39%)
VolumeN/A
Net Assets92.05M
NAESX vs WWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WWSMX (92M). WWSMX pays higher dividends than NAESX: WWSMX (1.60) vs NAESX (1.35). NAESX was incepted earlier than WWSMX: NAESX (65 years) vs WWSMX (5 years). WWSMX (0.87) is less costly to investors than NAESX (0.17). WWSMX is a more actively managed with annual turnover of: 73.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WWSMX: NAESX (3000) vs WWSMX (1000000). WWSMX annual gain was more profitable for investors over the last year : 5.88 vs. NAESX (5.19).
| NAESX | WWSMX | NAESX / WWSMX | |
| Total Expense Ratio | 0.17 | 0.70 | 24% |
| Annual Report Gross Expense Ratio | 0.17 | 0.87 | 20% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | -4.390 | -1.328 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 92M | 160,870% |
| Annual Yield % from dividends | 1.35 | 1.60 | 85% |
| Returns for 1 year | 5.19 | 5.88 | 88% |
| Returns for 3 years | 31.28 | 32.82 | 95% |
| Returns for 5 years | 63.19 | N/A | - |
| Returns for 10 years | 92.88 | N/A | - |
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