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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Westwood Quality SmallCap Fund Ultra
Price$20.86
Change+$0.19 (+0.92%)
VolumeN/A
Net Assets994.79M
NAESX vs WWSYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WWSYX (995M). NAESX pays higher dividends than WWSYX: NAESX (1.20) vs WWSYX (0.90). 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 : 8.00 vs. WWSYX (-3.45). NAESX return over 5 years is better than : 71.48 vs. WWSYX (59.40).
| 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 | 6.199 | 3.012 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 995M | 16,181% |
| Annual Yield % from dividends | 1.20 | 0.90 | 133% |
| Returns for 1 year | 8.00 | -3.45 | -232% |
| Returns for 3 years | 50.66 | 29.62 | 171% |
| Returns for 5 years | 71.48 | 59.40 | 120% |
| Returns for 10 years | 148.14 | N/A | - |
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