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IYSMX vs NAESX
IYSMX vs NAESX Comparison
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IYSMX vs NAESX Comparison Chart in %
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IYSMX vs. NAESX commentary
Sep 12, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. IYSMX (359M). NAESX pays higher dividends than IYSMX: NAESX (1.09) vs IYSMX (0.10). IYSMX was incepted earlier than NAESX: IYSMX (14 years) vs NAESX (66 years). IYSMX (1.62) is less costly to investors than NAESX (0.17). IYSMX is a more actively managed with annual turnover of: 22.00 vs. NAESX (17.00). IYSMX (0) and NAESX (0) have matching initial minimum investment requirements. IYSMX annual gain was more profitable for investors over the last year : 17.12 vs. NAESX (13.09). NAESX return over 5 years is better than : 32.77 vs. IYSMX (-7.27).
| IYSMX | NAESX | IYSMX / NAESX | |
| Total Expense Ratio | 1.37 | 0.17 | 806% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 14 years | 66 years | - |
| Gain YTD | 15.375 | 12.982 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 185B | 0% |
| Annual Yield % from dividends | 0.10 | 1.09 | 9% |
| Returns for 1 year | 17.12 | 13.09 | 131% |
| Returns for 3 years | 53.32 | 49.57 | 108% |
| Returns for 5 years | -7.27 | 32.77 | -22% |
| Returns for 10 years | 27.68 | 152.60 | 18% |
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