NAESX
Price
$140.58
Change
+$1.16 (+0.83%)
Updated
Sep 11 closing price
Net Assets
185.27B
WHGAX
Price
$21.07
Change
+$0.10 (+0.48%)
Updated
Sep 11 closing price
Net Assets
773.25M
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NAESX vs WHGAX

NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Sep 13, 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 WHGAX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. WHGAX (773M). NAESX pays higher dividends than WHGAX: NAESX (1.09) vs WHGAX (0.56). NAESX was incepted earlier than WHGAX: NAESX (66 years) vs WHGAX (7 years). WHGAX (1.18) is less costly to investors than NAESX (0.17). WHGAX is a more actively managed with annual turnover of: 63.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WHGAX: NAESX (0) vs WHGAX (1000). NAESX annual gain was more profitable for investors over the last year : 13.09 vs. WHGAX (-0.73). NAESX return over 5 years is better than : 32.77 vs. WHGAX (6.17).
NAESXWHGAXNAESX / WHGAX
Total Expense Ratio0.171.0416%
Annual Report Gross Expense Ratio0.171.1814%
Fund Existence66 years7 years-
Gain YTD12.98210.137128%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets185B773M23,933%
Annual Yield % from dividends1.090.56195%
Returns for 1 year13.09-0.73-1,792%
Returns for 3 years49.5713.46368%
Returns for 5 years32.776.17531%
Returns for 10 years152.60N/A-
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