NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
WSCOX
Price
$18.20
Change
+$0.22 (+1.22%)
Updated
Jun 2 closing price
Net Assets
161.51M
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NAESX vs WSCOX

Header iconNAESX vs WSCOX Comparison
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NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Jun 04, 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 WSCOX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. WSCOX (162M). NAESX pays higher dividends than WSCOX: NAESX (1.08) vs WSCOX (0.18). NAESX was incepted earlier than WSCOX: NAESX (66 years) vs WSCOX (12 years). WSCOX (0.96) is less costly to investors than NAESX (0.17). WSCOX is a more actively managed with annual turnover of: 57.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than WSCOX: NAESX (0) vs WSCOX (1000000). WSCOX annual gain was more profitable for investors over the last year : 42.45 vs. NAESX (28.95). WSCOX return over 5 years is better than : 51.07 vs. NAESX (33.38).
NAESXWSCOXNAESX / WSCOX
Total Expense Ratio0.170.6028%
Annual Report Gross Expense Ratio0.170.9618%
Fund Existence66 years12 years-
Gain YTD13.68020.67166%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets177B162M109,259%
Annual Yield % from dividends1.080.18605%
Returns for 1 year28.9542.4568%
Returns for 3 years54.8665.1784%
Returns for 5 years33.3851.0765%
Returns for 10 years160.50-14.37-1,117%
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