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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Ultra
Price$16.49
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets97.27M
NAESX vs WWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WWSMX (97.3M). WWSMX pays higher dividends than NAESX: WWSMX (1.52) vs NAESX (1.28). 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 (12.22) and WWSMX (12.15) have marching annual gain over last year.
| 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 | 1.432 | 4.301 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 97.3M | 152,107% |
| Annual Yield % from dividends | 1.28 | 1.52 | 84% |
| Returns for 1 year | 12.22 | 12.15 | 101% |
| Returns for 3 years | 37.83 | 40.63 | 93% |
| Returns for 5 years | 69.32 | N/A | - |
| Returns for 10 years | 108.83 | N/A | - |
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