NAESX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
WHGSX
Price
$21.89
Change
-$0.07 (-0.32%)
Updated
Jul 13 closing price
Net Assets
876.79M
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NAESX vs WHGSX

NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Jul 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 Hold and WHGSX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. WHGSX (877M). NAESX pays higher dividends than WHGSX: NAESX (1.07) vs WHGSX (0.64). 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 : 23.34 vs. WHGSX (7.06). NAESX return over 5 years is better than : 38.39 vs. WHGSX (9.92).
NAESXWHGSXNAESX / WHGSX
Total Expense Ratio0.170.9218%
Annual Report Gross Expense Ratio0.171.0616%
Fund Existence66 years19 years-
Gain YTD15.73814.974105%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets189B877M21,551%
Annual Yield % from dividends1.070.64168%
Returns for 1 year23.347.06331%
Returns for 3 years48.1215.03320%
Returns for 5 years38.399.92387%
Returns for 10 years157.3666.74236%
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