NAESX
Price
$140.58
Change
+$1.16 (+0.83%)
Updated
Sep 11 closing price
Net Assets
185.27B
WHGCX
Price
$20.63
Change
+$0.10 (+0.49%)
Updated
Sep 11 closing price
Net Assets
773.25M
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NAESX vs WHGCX

NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Sep 12, 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 WHGCX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. WHGCX (773M). NAESX pays higher dividends than WHGCX: NAESX (1.09) 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 : 13.09 vs. WHGCX (-1.58). NAESX return over 5 years is better than : 32.77 vs. WHGCX (1.94).
NAESXWHGCXNAESX / WHGCX
Total Expense Ratio0.171.799%
Annual Report Gross Expense Ratio0.171.939%
Fund Existence66 years7 years-
Gain YTD12.9829.552136%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets185B773M23,933%
Annual Yield % from dividends1.090.00-
Returns for 1 year13.09-1.58-827%
Returns for 3 years49.5710.64466%
Returns for 5 years32.771.941,685%
Returns for 10 years152.60N/A-
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