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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Westwood Quality SMidCap Fund Ultra
Price$17.13
Change+$0.22 (+1.30%)
VolumeN/A
Net Assets100.45M
NAESX vs WWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WWSMX (100M). WWSMX pays higher dividends than NAESX: WWSMX (1.43) vs NAESX (1.20). 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). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. WWSMX (11.71). NAESX return over 5 years is better than : 66.60 vs. WWSMX (50.11).
| 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 | 6.494 | 8.349 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 100M | 161,000% |
| Annual Yield % from dividends | 1.20 | 1.43 | 84% |
| Returns for 1 year | 13.62 | 11.71 | 116% |
| Returns for 3 years | 39.23 | 42.91 | 91% |
| Returns for 5 years | 66.60 | 50.11 | 133% |
| Returns for 10 years | 132.36 | N/A | - |
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