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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Ultra
Price$16.88
Change-$0.20 (-1.17%)
VolumeN/A
Net Assets99.12M
NAESX vs WWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WWSMX (99.1M). WWSMX pays higher dividends than NAESX: WWSMX (1.49) vs NAESX (1.25). 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 (9.52) and NAESX (9.15) have marching annual gain over last year. NAESX return over 5 years is better than : 57.53 vs. WWSMX (47.19).
| 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 | 2.494 | 6.768 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99.1M | 155,399% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 9.15 | 9.52 | 96% |
| Returns for 3 years | 20.39 | 28.33 | 72% |
| Returns for 5 years | 57.53 | 47.19 | 122% |
| Returns for 10 years | 112.59 | N/A | - |
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