NAESX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
WHGAX
Price
$21.81
Change
-$0.07 (-0.32%)
Updated
Jul 13 closing price
Net Assets
876.79M
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NAESX vs WHGAX

NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Jul 14, 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: 189B vs. WHGAX (877M). NAESX pays higher dividends than WHGAX: NAESX (1.07) vs WHGAX (0.53). 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 : 23.34 vs. WHGAX (6.90). NAESX return over 5 years is better than : 38.39 vs. WHGAX (9.19).
NAESXWHGAXNAESX / WHGAX
Total Expense Ratio0.171.0416%
Annual Report Gross Expense Ratio0.171.1814%
Fund Existence66 years7 years-
Gain YTD15.73814.916106%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets189B877M21,551%
Annual Yield % from dividends1.070.53202%
Returns for 1 year23.346.90339%
Returns for 3 years48.1214.58330%
Returns for 5 years38.399.19418%
Returns for 10 years157.36N/A-
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