NAESX
Price
$141.24
Change
-$0.72 (-0.51%)
Updated
Jul 23 closing price
Net Assets
188.57B
WMCVX
Price
$10.03
Change
-$0.00 (-0.00%)
Updated
Jul 23 closing price
Net Assets
1.31B
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NAESX vs WMCVX

NAESX vs WMCVX Comparison Chart in %
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NAESX vs. WMCVX commentary
Jul 24, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. WMCVX (1.31B). NAESX pays higher dividends than WMCVX: NAESX (1.07) 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 : 20.15 vs. WMCVX (2.35). NAESX return over 5 years is better than : 36.65 vs. WMCVX (-7.04).
NAESXWMCVXNAESX / WMCVX
Total Expense Ratio0.171.1715%
Annual Report Gross Expense Ratio0.171.1715%
Fund Existence66 years29 years-
Gain YTD15.04111.942126%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets189B1.31B14,384%
Annual Yield % from dividends1.070.00-
Returns for 1 year20.152.35859%
Returns for 3 years45.424.76955%
Returns for 5 years36.65-7.04-520%
Returns for 10 years154.6661.08253%
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