BSMAX
Price
$21.58
Change
+$0.15 (+0.70%)
Updated
Sep 11 closing price
Net Assets
1.36B
NAESX
Price
$140.58
Change
+$1.16 (+0.83%)
Updated
Sep 11 closing price
Net Assets
185.27B
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BSMAX vs NAESX

BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Sep 12, 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: 185B vs. BSMAX (1.36B). NAESX pays higher dividends than BSMAX: NAESX (1.09) vs BSMAX (0.91). 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 : 17.73 vs. NAESX (13.09). NAESX return over 5 years is better than : 32.77 vs. BSMAX (30.54).
BSMAXNAESXBSMAX / NAESX
Total Expense Ratio0.370.17218%
Annual Report Gross Expense Ratio0.390.17229%
Fund Existence11 years66 years-
Gain YTD17.85512.982138%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.36B185B1%
Annual Yield % from dividends0.911.0983%
Returns for 1 year17.7313.09136%
Returns for 3 years56.9249.57115%
Returns for 5 years30.5432.7793%
Returns for 10 years138.81152.6091%
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