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
Jul 14, 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: 189B vs. IYSMX (384M). NAESX pays higher dividends than IYSMX: NAESX (1.07) vs IYSMX (0.09). 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). 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 (24.47) and NAESX (23.34) have marching annual gain over last year. NAESX return over 5 years is better than : 38.39 vs. IYSMX (-5.57).
| 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 | 17.914 | 15.738 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 189B | 0% |
| Annual Yield % from dividends | 0.09 | 1.07 | 9% |
| Returns for 1 year | 24.47 | 23.34 | 105% |
| Returns for 3 years | 51.84 | 48.12 | 108% |
| Returns for 5 years | -5.57 | 38.39 | -15% |
| Returns for 10 years | 31.80 | 157.36 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers