BSMAX
Price
$21.81
Change
-$0.16 (-0.73%)
Updated
Jul 13 closing price
Net Assets
1.35B
NAESX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
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BSMAX vs NAESX

BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Jul 14, 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 BSMAX is a Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. BSMAX (1.35B). NAESX pays higher dividends than BSMAX: NAESX (1.07) vs BSMAX (0.86). BSMAX was incepted earlier than NAESX: BSMAX (11 years) vs NAESX (66 years). BSMAX (0.39) is less costly to investors than NAESX (0.17). BSMAX is a more actively managed with annual turnover of: 36.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than BSMAX: NAESX (0) vs BSMAX (1000). BSMAX annual gain was more profitable for investors over the last year : 28.86 vs. NAESX (23.34). NAESX return over 5 years is better than : 38.39 vs. BSMAX (36.21).
BSMAXNAESXBSMAX / NAESX
Total Expense Ratio0.370.17218%
Annual Report Gross Expense Ratio0.390.17229%
Fund Existence11 years66 years-
Gain YTD20.51615.738130%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.35B189B1%
Annual Yield % from dividends0.861.0780%
Returns for 1 year28.8623.34124%
Returns for 3 years54.8048.12114%
Returns for 5 years36.2138.3994%
Returns for 10 years143.01157.3691%
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