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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund Ultra
Price$20.71
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets1.01B
NAESX vs WWSYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WWSYX (1.01B). NAESX pays higher dividends than WWSYX: NAESX (1.28) vs WWSYX (0.96). NAESX was incepted earlier than WWSYX: NAESX (65 years) vs WWSYX (5 years). WWSYX (0.93) is less costly to investors than NAESX (0.17). WWSYX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WWSYX: NAESX (3000) vs WWSYX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. WWSYX (-4.88). NAESX return over 5 years is better than : 66.66 vs. WWSYX (54.24).
| NAESX | WWSYX | NAESX / WWSYX | |
| Total Expense Ratio | 0.17 | 0.79 | 22% |
| Annual Report Gross Expense Ratio | 0.17 | 0.93 | 18% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | 2.781 | 2.272 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,104% |
| Annual Yield % from dividends | 1.28 | 0.96 | 133% |
| Returns for 1 year | 8.46 | -4.88 | -173% |
| Returns for 3 years | 34.15 | 16.66 | 205% |
| Returns for 5 years | 66.66 | 54.24 | 123% |
| Returns for 10 years | 114.71 | N/A | - |
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