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FTMSX vs NAESX
FTMSX vs NAESX Comparison
Open Charts FTMSX vs NAESX
FTMSX vs NAESX Comparison Chart in %
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FTMSX vs. NAESX commentary
Jul 27, 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 FTMSX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. FTMSX (26.8M). NAESX pays higher dividends than FTMSX: NAESX (1.07) vs FTMSX (0.00). FTMSX was incepted earlier than NAESX: FTMSX (8 years) vs NAESX (66 years). FTMSX (1.70) is less costly to investors than NAESX (0.17). FTMSX is a more actively managed with annual turnover of: 111.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than FTMSX: NAESX (0) vs FTMSX (100000). FTMSX annual gain was more profitable for investors over the last year : 26.67 vs. NAESX (20.77). NAESX return over 5 years is better than : 36.14 vs. FTMSX (-6.03).
| FTMSX | NAESX | FTMSX / NAESX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.70 | 0.17 | 1,000% |
| Fund Existence | 8 years | 66 years | - |
| Gain YTD | 21.826 | 14.611 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 26.67 | 20.77 | 128% |
| Returns for 3 years | 27.12 | 44.71 | 61% |
| Returns for 5 years | -6.03 | 36.14 | -17% |
| Returns for 10 years | N/A | 152.40 | - |
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