HDPSX
Price
$25.89
Change
-$0.18 (-0.69%)
Updated
Sep 9 closing price
Net Assets
193.21M
NAESX
Price
$140.83
Change
-$1.76 (-1.23%)
Updated
Sep 9 closing price
Net Assets
185.27B
Interact to see
Advertisement

HDPSX vs NAESX

HDPSX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
HDPSX vs. NAESX commentary
Sep 10, 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 HDPSX is a Buy and NAESX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. HDPSX (193M). NAESX pays higher dividends than HDPSX: NAESX (1.09) vs HDPSX (0.00). HDPSX was incepted earlier than NAESX: HDPSX (19 years) vs NAESX (66 years). HDPSX (1.55) is less costly to investors than NAESX (0.17). HDPSX is a more actively managed with annual turnover of: 67.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than HDPSX: NAESX (0) vs HDPSX (1000). HDPSX annual gain was more profitable for investors over the last year : 19.92 vs. NAESX (17.55). NAESX return over 5 years is better than : 35.79 vs. HDPSX (1.68).
HDPSXNAESXHDPSX / NAESX
Total Expense Ratio1.240.17729%
Annual Report Gross Expense Ratio1.550.17912%
Fund Existence19 years66 years-
Gain YTD29.38015.551189%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets193M185B0%
Annual Yield % from dividends0.001.09-
Returns for 1 year19.9217.55113%
Returns for 3 years30.8753.1658%
Returns for 5 years1.6835.795%
Returns for 10 years44.06156.6828%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NSEIX23.66N/A
N/A
Nicholas Equity Income I
PSMVX13.41N/A
N/A
Principal SmallCap Value II R6
HNINX62.31N/A
N/A
Harbor International Retirement
CDDYX41.26-0.19
-0.46%
Columbia Dividend Income Inst3
MISCX15.42-0.26
-1.66%
BNY Mellon Small Cap Multi-Strategy Inv