NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
WHGAX
Price
$21.91
Change
+$0.12 (+0.55%)
Updated
Aug 21 closing price
Net Assets
843.93M
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NAESX vs WHGAX

NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Aug 23, 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 WHGAX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. WHGAX (844M). NAESX pays higher dividends than WHGAX: NAESX (1.10) vs WHGAX (0.54). 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 : 24.75 vs. WHGAX (7.46). NAESX return over 5 years is better than : 42.07 vs. WHGAX (10.40).
NAESXWHGAXNAESX / WHGAX
Total Expense Ratio0.171.0416%
Annual Report Gross Expense Ratio0.171.1814%
Fund Existence66 years7 years-
Gain YTD18.33915.074122%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets183B844M21,682%
Annual Yield % from dividends1.100.54203%
Returns for 1 year24.757.46332%
Returns for 3 years58.1718.36317%
Returns for 5 years42.0710.40405%
Returns for 10 years156.41N/A-
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