HSMBX
Price
$46.46
Change
+$0.31 (+0.67%)
Updated
Jul 24 closing price
Net Assets
790.27M
NAESX
Price
$141.43
Change
+$0.19 (+0.13%)
Updated
Jul 24 closing price
Net Assets
188.57B
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HSMBX vs NAESX

HSMBX vs NAESX Comparison Chart in %
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HSMBX vs. NAESX commentary
Jul 25, 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 HSMBX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. HSMBX (790M). NAESX pays higher dividends than HSMBX: NAESX (1.07) vs HSMBX (0.24). HSMBX was incepted earlier than NAESX: HSMBX (3 years) vs NAESX (66 years). HSMBX (1.24) is less costly to investors than NAESX (0.17). HSMBX is a more actively managed with annual turnover of: 146.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than HSMBX: NAESX (0) vs HSMBX (2500). HSMBX annual gain was more profitable for investors over the last year : 24.87 vs. NAESX (20.61).
HSMBXNAESXHSMBX / NAESX
Total Expense Ratio1.240.17729%
Annual Report Gross Expense Ratio1.240.17729%
Fund Existence3 years66 years-
Gain YTD17.79014.457123%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets790M189B0%
Annual Yield % from dividends0.241.0722%
Returns for 1 year24.8720.61121%
Returns for 3 years60.5144.52136%
Returns for 5 yearsN/A35.95-
Returns for 10 years317.27152.06209%
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