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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
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 FOSBX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. FOSBX (657M). NAESX pays higher dividends than FOSBX: NAESX (1.08) vs FOSBX (0.51). 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 : 27.66 vs. FOSBX (22.02). NAESX return over 5 years is better than : 33.59 vs. FOSBX (-2.01).
| 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 | 25.555 | 15.348 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 183B | 0% |
| Annual Yield % from dividends | 0.51 | 1.08 | 47% |
| Returns for 1 year | 22.02 | 27.66 | 80% |
| Returns for 3 years | 26.16 | 57.38 | 46% |
| Returns for 5 years | -2.01 | 33.59 | -6% |
| Returns for 10 years | 52.56 | 172.93 | 30% |
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