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BSMAX vs NAESX
BSMAX vs NAESX Comparison
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BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. BSMAX (1.37B). NAESX pays higher dividends than BSMAX: NAESX (1.10) vs BSMAX (0.92). 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 : 31.55 vs. NAESX (25.78). NAESX return over 5 years is better than : 37.24 vs. BSMAX (35.32).
| BSMAX | NAESX | BSMAX / NAESX | |
| Total Expense Ratio | 0.37 | 0.17 | 218% |
| Annual Report Gross Expense Ratio | 0.39 | 0.17 | 229% |
| Fund Existence | 11 years | 66 years | - |
| Gain YTD | 22.310 | 17.237 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 183B | 1% |
| Annual Yield % from dividends | 0.92 | 1.10 | 83% |
| Returns for 1 year | 31.55 | 25.78 | 122% |
| Returns for 3 years | 55.79 | 48.69 | 115% |
| Returns for 5 years | 35.32 | 37.24 | 95% |
| Returns for 10 years | 143.00 | 156.59 | 91% |
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