HFMDX
Price
$26.67
Change
-$0.09 (-0.34%)
Updated
Jul 8 closing price
Net Assets
1.3B
NAESX
Price
$141.46
Change
-$1.52 (-1.06%)
Updated
Jul 8 closing price
Net Assets
188.57B
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HFMDX vs NAESX

HFMDX vs NAESX Comparison Chart in %
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HFMDX vs. NAESX commentary
Jul 09, 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 HFMDX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. HFMDX (1.3B). NAESX pays higher dividends than HFMDX: NAESX (1.07) vs HFMDX (0.01). HFMDX was incepted earlier than NAESX: HFMDX (23 years) vs NAESX (66 years). HFMDX (1.34) is less costly to investors than NAESX (0.17). HFMDX is a more actively managed with annual turnover of: 129.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than HFMDX: NAESX (0) vs HFMDX (2500). NAESX annual gain was more profitable for investors over the last year : 23.79 vs. HFMDX (20.88). HFMDX return over 5 years is better than : 36.66 vs. NAESX (34.87).
HFMDXNAESXHFMDX / NAESX
Total Expense Ratio1.340.17788%
Annual Report Gross Expense Ratio1.340.17788%
Fund Existence23 years66 years-
Gain YTD16.19615.867102%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.3B189B1%
Annual Yield % from dividends0.011.071%
Returns for 1 year20.8823.7988%
Returns for 3 years34.8752.9866%
Returns for 5 years36.6634.87105%
Returns for 10 years45.02162.4928%
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