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NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
NAESX vs WMCVX Comparison Chart in %
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NAESX vs. WMCVX commentary
Sep 20, 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 WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. WMCVX (1.25B). NAESX pays higher dividends than WMCVX: NAESX (1.09) vs WMCVX (0.00). NAESX was incepted earlier than WMCVX: NAESX (66 years) vs WMCVX (29 years). WMCVX (1.17) is less costly to investors than NAESX (0.17). WMCVX is a more actively managed with annual turnover of: 65.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WMCVX: NAESX (0) vs WMCVX (2000). NAESX annual gain was more profitable for investors over the last year : 12.06 vs. WMCVX (-3.66). NAESX return over 5 years is better than : 31.69 vs. WMCVX (-9.47).
| NAESX | WMCVX | NAESX / WMCVX | |
| Total Expense Ratio | 0.17 | 1.17 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.17 | 15% |
| Fund Existence | 66 years | 29 years | - |
| Gain YTD | 12.391 | 8.817 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 1.25B | 14,753% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 12.06 | -3.66 | -330% |
| Returns for 3 years | 50.49 | 5.81 | 869% |
| Returns for 5 years | 31.69 | -9.47 | -335% |
| Returns for 10 years | 149.81 | 51.05 | 293% |
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