Interact to see
Advertisement
Advertisement
IYSMX vs NAESX
IYSMX vs NAESX Comparison
Open Charts IYSMX vs NAESX
IYSMX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSMX vs. NAESX commentary
Jun 24, 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 IYSMX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. IYSMX (392M). NAESX pays higher dividends than IYSMX: NAESX (1.08) vs IYSMX (0.11). IYSMX was incepted earlier than NAESX: IYSMX (14 years) vs NAESX (66 years). IYSMX (1.57) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 17.00 vs. IYSMX (16.00). IYSMX (0) and NAESX (0) have matching initial minimum investment requirements. IYSMX annual gain was more profitable for investors over the last year : 29.84 vs. NAESX (27.66). NAESX return over 5 years is better than : 33.59 vs. IYSMX (-7.33).
| IYSMX | NAESX | IYSMX / NAESX | |
| Total Expense Ratio | 1.39 | 0.17 | 818% |
| Annual Report Gross Expense Ratio | 1.57 | 0.17 | 924% |
| Fund Existence | 14 years | 66 years | - |
| Gain YTD | 18.105 | 15.348 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 183B | 0% |
| Annual Yield % from dividends | 0.11 | 1.08 | 10% |
| Returns for 1 year | 29.84 | 27.66 | 108% |
| Returns for 3 years | 60.90 | 57.38 | 106% |
| Returns for 5 years | -7.33 | 33.59 | -22% |
| Returns for 10 years | 40.89 | 172.93 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement