NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
WHGSX
Price
$21.99
Change
+$0.12 (+0.55%)
Updated
Aug 21 closing price
Net Assets
843.93M
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NAESX vs WHGSX

NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Aug 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. WHGSX (844M). NAESX pays higher dividends than WHGSX: NAESX (1.10) vs WHGSX (0.65). 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 : 24.75 vs. WHGSX (7.62). NAESX return over 5 years is better than : 42.07 vs. WHGSX (11.18).
NAESXWHGSXNAESX / WHGSX
Total Expense Ratio0.170.9218%
Annual Report Gross Expense Ratio0.171.0616%
Fund Existence66 years19 years-
Gain YTD18.33915.131121%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets183B844M21,682%
Annual Yield % from dividends1.100.65169%
Returns for 1 year24.757.62325%
Returns for 3 years58.1718.87308%
Returns for 5 years42.0711.18376%
Returns for 10 years156.4162.30251%
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