NAESX
Price
$142.02
Change
+$0.97 (+0.69%)
Updated
Jun 12 closing price
Net Assets
182.65B
WHGMX
Price
$19.04
Change
+$0.08 (+0.42%)
Updated
Jun 12 closing price
Net Assets
110.93M
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NAESX vs WHGMX

Header iconNAESX vs WHGMX Comparison
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NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Jun 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 Buy and WHGMX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. WHGMX (111M). NAESX pays higher dividends than WHGMX: NAESX (1.08) 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 : 27.41 vs. WHGMX (20.73). NAESX return over 5 years is better than : 32.15 vs. WHGMX (19.96).
NAESXWHGMXNAESX / WHGMX
Total Expense Ratio0.170.8520%
Annual Report Gross Expense Ratio0.171.0716%
Fund Existence66 years21 years-
Gain YTD15.01616.52491%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets183B111M164,865%
Annual Yield % from dividends1.080.37289%
Returns for 1 year27.4120.73132%
Returns for 3 years51.4946.69110%
Returns for 5 years32.1519.96161%
Returns for 10 years168.3742.24399%
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