NAESX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
WBCIX
Price
$18.73
Change
-$0.12 (-0.64%)
Updated
Jul 13 closing price
Net Assets
262.92M
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NAESX vs WBCIX

NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Jul 14, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a Hold and WBCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. WBCIX (263M). NAESX pays higher dividends than WBCIX: NAESX (1.07) vs WBCIX (0.00). NAESX was incepted earlier than WBCIX: NAESX (66 years) vs WBCIX (7 years). WBCIX (1.19) is less costly to investors than NAESX (0.17). WBCIX is a more actively managed with annual turnover of: 81.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WBCIX: NAESX (0) vs WBCIX (500000). NAESX annual gain was more profitable for investors over the last year : 23.34 vs. WBCIX (13.62). NAESX return over 5 years is better than : 38.39 vs. WBCIX (26.75).
NAESXWBCIXNAESX / WBCIX
Total Expense Ratio0.170.9518%
Annual Report Gross Expense Ratio0.171.1914%
Fund Existence66 years7 years-
Gain YTD15.73813.418117%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets189B263M71,863%
Annual Yield % from dividends1.070.00-
Returns for 1 year23.3413.62171%
Returns for 3 years48.1227.43175%
Returns for 5 years38.3926.75144%
Returns for 10 years157.36N/A-
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