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NAESX vs WHGMX
NAESX vs WHGMX Comparison
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NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Sep 04, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. WHGMX (108M). NAESX pays higher dividends than WHGMX: NAESX (1.09) vs WHGMX (0.37). 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 : 18.14 vs. WHGMX (8.34). NAESX return over 5 years is better than : 31.33 vs. WHGMX (16.37).
| NAESX | WHGMX | NAESX / WHGMX | |
| Total Expense Ratio | 0.17 | 0.85 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 1.07 | 16% |
| Fund Existence | 66 years | 21 years | - |
| Gain YTD | 14.830 | 12.424 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183B | 108M | 169,444% |
| Annual Yield % from dividends | 1.09 | 0.37 | 291% |
| Returns for 1 year | 18.14 | 8.34 | 217% |
| Returns for 3 years | 47.14 | 34.37 | 137% |
| Returns for 5 years | 31.33 | 16.37 | 191% |
| Returns for 10 years | 148.13 | 28.92 | 512% |
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