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FOSBX vs NAESX
FOSBX vs NAESX Comparison
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FOSBX vs NAESX Comparison Chart in %
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FOSBX 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 FOSBX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. FOSBX (650M). NAESX pays higher dividends than FOSBX: NAESX (1.07) vs FOSBX (0.47). FOSBX was incepted earlier than NAESX: FOSBX (16 years) vs NAESX (66 years). FOSBX (1.05) is less costly to investors than NAESX (0.17). FOSBX is a more actively managed with annual turnover of: 31.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than FOSBX: NAESX (0) vs FOSBX (5000000). NAESX annual gain was more profitable for investors over the last year : 23.34 vs. FOSBX (14.11). NAESX return over 5 years is better than : 38.39 vs. FOSBX (-0.93).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 16 years | 66 years | - |
| Gain YTD | 24.354 | 15.738 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 189B | 0% |
| Annual Yield % from dividends | 0.47 | 1.07 | 44% |
| Returns for 1 year | 14.11 | 23.34 | 60% |
| Returns for 3 years | 19.06 | 48.12 | 40% |
| Returns for 5 years | -0.93 | 38.39 | -2% |
| Returns for 10 years | 41.65 | 157.36 | 26% |
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