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BDSIX vs NAESX
BDSIX vs NAESX Comparison
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BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Jul 22, 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 BDSIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. BDSIX (5.55B). NAESX pays higher dividends than BDSIX: NAESX (1.07) vs BDSIX (0.55). BDSIX was incepted earlier than NAESX: BDSIX (13 years) vs NAESX (66 years). BDSIX (0.58) is less costly to investors than NAESX (0.17). BDSIX is a more actively managed with annual turnover of: 88.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than BDSIX: NAESX (0) vs BDSIX (2000000). BDSIX annual gain was more profitable for investors over the last year : 32.22 vs. NAESX (22.16). NAESX return over 5 years is better than : 36.18 vs. BDSIX (29.72).
| BDSIX | NAESX | BDSIX / NAESX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.58 | 0.17 | 341% |
| Fund Existence | 13 years | 66 years | - |
| Gain YTD | 21.171 | 15.025 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 189B | 3% |
| Annual Yield % from dividends | 0.55 | 1.07 | 51% |
| Returns for 1 year | 32.22 | 22.16 | 145% |
| Returns for 3 years | 56.61 | 45.56 | 124% |
| Returns for 5 years | 29.72 | 36.18 | 82% |
| Returns for 10 years | 131.44 | 153.88 | 85% |
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