NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
WBCIX
Price
$18.68
Change
+$0.27 (+1.47%)
Updated
Jun 2 closing price
Net Assets
260.38M
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NAESX vs WBCIX

Header iconNAESX vs WBCIX Comparison
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NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Jun 04, 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 Buy and WBCIX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. WBCIX (260M). NAESX pays higher dividends than WBCIX: NAESX (1.08) 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 : 28.95 vs. WBCIX (17.34). NAESX return over 5 years is better than : 33.38 vs. WBCIX (22.39).
NAESXWBCIXNAESX / WBCIX
Total Expense Ratio0.170.9518%
Annual Report Gross Expense Ratio0.171.1914%
Fund Existence66 years7 years-
Gain YTD13.68010.770127%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets177B260M68,077%
Annual Yield % from dividends1.080.00-
Returns for 1 year28.9517.34167%
Returns for 3 years54.8630.90178%
Returns for 5 years33.3822.39149%
Returns for 10 years160.50N/A-
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