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BSMIX vs NAESX
BSMIX vs NAESX Comparison
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BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Jun 24, 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 BSMIX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. BSMIX (1.38B). BSMIX (1.09) and NAESX (1.08) have matching dividends . BSMIX was incepted earlier than NAESX: BSMIX (11 years) vs NAESX (66 years). NAESX (0.17) is less costly to investors than BSMIX (0.12). BSMIX is a more actively managed with annual turnover of: 36.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than BSMIX: NAESX (0) vs BSMIX (2000000). BSMIX annual gain was more profitable for investors over the last year : 36.56 vs. NAESX (27.66). BSMIX (34.73) and NAESX (33.59) have equivalent 5 years return.
| BSMIX | NAESX | BSMIX / NAESX | |
| Total Expense Ratio | 0.12 | 0.17 | 71% |
| Annual Report Gross Expense Ratio | 0.12 | 0.17 | 71% |
| Fund Existence | 11 years | 66 years | - |
| Gain YTD | 20.927 | 15.348 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 183B | 1% |
| Annual Yield % from dividends | 1.09 | 1.08 | 101% |
| Returns for 1 year | 36.56 | 27.66 | 132% |
| Returns for 3 years | 66.15 | 57.38 | 115% |
| Returns for 5 years | 34.73 | 33.59 | 103% |
| Returns for 10 years | 165.46 | 172.93 | 96% |
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