NAESX
Price
$141.43
Change
+$0.19 (+0.13%)
Updated
Jul 24 closing price
Net Assets
188.57B
WBCRX
Price
$18.65
Change
+$0.09 (+0.48%)
Updated
Jul 24 closing price
Net Assets
258.42M
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NAESX vs WBCRX

NAESX vs WBCRX Comparison Chart in %
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NAESX vs. WBCRX commentary
Jul 26, 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: 189B vs. WBCRX (258M). NAESX pays higher dividends than WBCRX: NAESX (1.07) 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 : 20.77 vs. WBCRX (10.55). NAESX return over 5 years is better than : 36.14 vs. WBCRX (23.95).
NAESXWBCRXNAESX / WBCRX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.171.0416%
Fund Existence66 years7 years-
Gain YTD14.61112.012122%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets189B258M73,256%
Annual Yield % from dividends1.070.00-
Returns for 1 year20.7710.55197%
Returns for 3 years44.7122.97195%
Returns for 5 years36.1423.95151%
Returns for 10 years152.40N/A-
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