NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
WHGSX
Price
$20.90
Change
+$0.21 (+1.01%)
Updated
Jun 2 closing price
Net Assets
847.75M
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NAESX vs WHGSX

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

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. WHGSX (848M). NAESX pays higher dividends than WHGSX: NAESX (1.08) vs WHGSX (0.69). NAESX was incepted earlier than WHGSX: NAESX (66 years) vs WHGSX (19 years). WHGSX (1.06) is less costly to investors than NAESX (0.17). WHGSX is a more actively managed with annual turnover of: 63.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WHGSX: NAESX (0) vs WHGSX (100000). NAESX annual gain was more profitable for investors over the last year : 28.95 vs. WHGSX (10.78). NAESX return over 5 years is better than : 33.38 vs. WHGSX (-2.00).
NAESXWHGSXNAESX / WHGSX
Total Expense Ratio0.170.9218%
Annual Report Gross Expense Ratio0.171.0616%
Fund Existence66 years19 years-
Gain YTD13.6808.325164%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets177B848M20,873%
Annual Yield % from dividends1.080.69158%
Returns for 1 year28.9510.78268%
Returns for 3 years54.8613.39410%
Returns for 5 years33.38-2.00-1,672%
Returns for 10 years160.5066.30242%
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