NAESX
Price
$140.58
Change
+$1.16 (+0.83%)
Updated
Sep 11 closing price
Net Assets
185.27B
WMMAX
Price
$16.76
Change
+$0.11 (+0.66%)
Updated
Sep 11 closing price
Net Assets
198.13M
Interact to see
Advertisement

NAESX vs WMMAX

NAESX vs WMMAX Comparison Chart in %
View a ticker or compare two or three
VS
NAESX vs. WMMAX commentary
Sep 13, 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 WMMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. WMMAX (198M). NAESX pays higher dividends than WMMAX: NAESX (1.09) vs WMMAX (0.39). NAESX was incepted earlier than WMMAX: NAESX (66 years) vs WMMAX (25 years). WMMAX (1.53) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 17.00 vs. WMMAX (2.00). NAESX has a lower initial minimum investment than WMMAX: NAESX (0) vs WMMAX (1000). NAESX annual gain was more profitable for investors over the last year : 13.09 vs. WMMAX (0.72). NAESX return over 5 years is better than : 32.77 vs. WMMAX (-40.88).
NAESXWMMAXNAESX / WMMAX
Total Expense Ratio0.171.5311%
Annual Report Gross Expense Ratio0.171.5311%
Fund Existence66 years25 years-
Gain YTD12.98223.97654%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets185B198M93,434%
Annual Yield % from dividends1.090.39279%
Returns for 1 year13.090.721,820%
Returns for 3 years49.57-15.73-315%
Returns for 5 years32.77-40.88-80%
Returns for 10 years152.60-27.58-553%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSFTX40.560.30
+0.75%
Columbia Dividend Income Inst
MLPAX10.23N/A
N/A
Invesco SteelPath MLP Alpha A
BQLCX23.69N/A
N/A
Bright Rock Quality Large Cap Instl
LBISX24.64N/A
N/A
BrandywineGLOBAL Div US Large Value IS
FGSJX67.38N/A
N/A
Fidelity Advisor Growth Strategies I