HIMDX
Price
$29.67
Change
+$0.40 (+1.37%)
Updated
Jun 30 closing price
Net Assets
1.35B
NAESX
Price
$145.14
Change
+$0.69 (+0.48%)
Updated
Jun 30 closing price
Net Assets
182.65B
Interact to see
Advertisement

HIMDX vs NAESX

HIMDX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
HIMDX vs. NAESX commentary
Jul 01, 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 HIMDX is a Buy and NAESX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. HIMDX (1.35B). NAESX pays higher dividends than HIMDX: NAESX (1.08) vs HIMDX (0.28). HIMDX was incepted earlier than NAESX: HIMDX (18 years) vs NAESX (66 years). HIMDX (0.98) is less costly to investors than NAESX (0.17). HIMDX is a more actively managed with annual turnover of: 129.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than HIMDX: NAESX (0) vs HIMDX (250000). NAESX annual gain was more profitable for investors over the last year : 27.53 vs. HIMDX (25.18). HIMDX return over 5 years is better than : 42.27 vs. NAESX (34.96).
HIMDXNAESXHIMDX / NAESX
Total Expense Ratio0.980.17576%
Annual Report Gross Expense Ratio0.980.17576%
Fund Existence18 years66 years-
Gain YTD20.60217.059121%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.35B183B1%
Annual Yield % from dividends0.281.0826%
Returns for 1 year25.1827.5391%
Returns for 3 years42.5753.0980%
Returns for 5 years42.2734.96121%
Returns for 10 years59.76169.0535%
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 %
RNGEX88.560.92
+1.05%
American Funds New Economy R4
ADSIX23.53N/A
N/A
American Century Disciplined Growth Inv
EAFGX25.03N/A
N/A
Eaton Vance Focused Growth Opps A
IAUTX28.05-0.01
-0.04%
Invesco Dividend Income A
JDSNX26.96-0.05
-0.19%
Janus Henderson Small Cap Value N