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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Ultra
Price$20.66
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets1.02B
NAESX vs WWSYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WWSYX (1.02B). 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 : 12.22 vs. WWSYX (4.07). NAESX return over 5 years is better than : 69.32 vs. WWSYX (58.79).
| 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 | 1.432 | 2.025 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.02B | 14,524% |
| Annual Yield % from dividends | 1.28 | 0.96 | 133% |
| Returns for 1 year | 12.22 | 4.07 | 300% |
| Returns for 3 years | 37.83 | 20.10 | 188% |
| Returns for 5 years | 69.32 | 58.79 | 118% |
| Returns for 10 years | 108.83 | N/A | - |
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