NAESX
Price
$141.43
Change
+$0.19 (+0.13%)
Updated
Jul 24 closing price
Net Assets
188.57B
WHGMX
Price
$18.94
Change
+$0.10 (+0.53%)
Updated
Jul 24 closing price
Net Assets
112.03M
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NAESX vs WHGMX

NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Jul 25, 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 WHGMX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. WHGMX (112M). NAESX pays higher dividends than WHGMX: NAESX (1.07) vs WHGMX (0.36). NAESX was incepted earlier than WHGMX: NAESX (66 years) vs WHGMX (21 years). WHGMX (1.07) is less costly to investors than NAESX (0.17). WHGMX is a more actively managed with annual turnover of: 66.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WHGMX: NAESX (0) vs WHGMX (100000). NAESX annual gain was more profitable for investors over the last year : 20.61 vs. WHGMX (14.47). NAESX return over 5 years is better than : 35.95 vs. WHGMX (25.61).
NAESXWHGMXNAESX / WHGMX
Total Expense Ratio0.170.8520%
Annual Report Gross Expense Ratio0.171.0716%
Fund Existence66 years21 years-
Gain YTD14.45715.30094%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets189B112M168,750%
Annual Yield % from dividends1.070.36298%
Returns for 1 year20.6114.47142%
Returns for 3 years44.5237.03120%
Returns for 5 years35.9525.61140%
Returns for 10 years152.0635.03434%
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