NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
WHGCX
Price
$21.46
Change
+$0.12 (+0.56%)
Updated
Aug 21 closing price
Net Assets
843.93M
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NAESX vs WHGCX

NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX 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 WHGCX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. WHGCX (844M). NAESX pays higher dividends than WHGCX: NAESX (1.10) vs WHGCX (0.00). NAESX was incepted earlier than WHGCX: NAESX (66 years) vs WHGCX (7 years). WHGCX (1.93) is less costly to investors than NAESX (0.17). WHGCX is a more actively managed with annual turnover of: 63.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WHGCX: NAESX (0) vs WHGCX (1000). NAESX annual gain was more profitable for investors over the last year : 24.75 vs. WHGCX (6.55). NAESX return over 5 years is better than : 42.07 vs. WHGCX (5.99).
NAESXWHGCXNAESX / WHGCX
Total Expense Ratio0.171.799%
Annual Report Gross Expense Ratio0.171.939%
Fund Existence66 years7 years-
Gain YTD18.33914.514126%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets183B844M21,682%
Annual Yield % from dividends1.100.00-
Returns for 1 year24.756.55378%
Returns for 3 years58.1715.47376%
Returns for 5 years42.075.99702%
Returns for 10 years156.41N/A-
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