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IIRSX vs NAESX
IIRSX vs NAESX Comparison
Open Charts IIRSX vs NAESX
IIRSX vs NAESX Comparison Chart in %
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IIRSX vs. NAESX commentary
Jun 04, 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 IIRSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. IIRSX (383M). IIRSX pays higher dividends than NAESX: IIRSX (1.32) vs NAESX (1.08). IIRSX was incepted earlier than NAESX: IIRSX (18 years) vs NAESX (66 years). IIRSX (0.61) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 17.00 vs. IIRSX (11.00). IIRSX (0) and NAESX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 28.95 vs. IIRSX (25.69). NAESX return over 5 years is better than : 33.38 vs. IIRSX (-14.65).
| IIRSX | NAESX | IIRSX / NAESX | |
| Total Expense Ratio | 0.43 | 0.17 | 253% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 18 years | 66 years | - |
| Gain YTD | 4.063 | 13.680 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 177B | 0% |
| Annual Yield % from dividends | 1.32 | 1.08 | 121% |
| Returns for 1 year | 25.69 | 28.95 | 89% |
| Returns for 3 years | 19.92 | 54.86 | 36% |
| Returns for 5 years | -14.65 | 33.38 | -44% |
| Returns for 10 years | 26.65 | 160.50 | 17% |
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