NAESX
Price
$145.36
Change
-$2.16 (-1.46%)
Updated
Aug 18 closing price
Net Assets
183.38B
WBCRX
Price
$19.54
Change
-$0.30 (-1.51%)
Updated
Aug 18 closing price
Net Assets
274.77M
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NAESX vs WBCRX

NAESX vs WBCRX Comparison Chart in %
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NAESX vs. WBCRX commentary
Aug 19, 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 WBCRX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. WBCRX (275M). NAESX pays higher dividends than WBCRX: NAESX (1.10) vs WBCRX (0.00). NAESX was incepted earlier than WBCRX: NAESX (66 years) vs WBCRX (7 years). WBCRX (1.04) is less costly to investors than NAESX (0.17). WBCRX is a more actively managed with annual turnover of: 81.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WBCRX: NAESX (0) vs WBCRX (1000000). NAESX annual gain was more profitable for investors over the last year : 25.23 vs. WBCRX (17.08). NAESX return over 5 years is better than : 45.40 vs. WBCRX (33.76).
NAESXWBCRXNAESX / WBCRX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.171.0416%
Fund Existence66 years7 years-
Gain YTD19.54717.357113%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets183B275M66,545%
Annual Yield % from dividends1.100.00-
Returns for 1 year25.2317.08148%
Returns for 3 years59.1037.42158%
Returns for 5 years45.4033.76134%
Returns for 10 years160.97N/A-
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