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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
Aug 23, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. IYSMX (377M). NAESX pays higher dividends than IYSMX: NAESX (1.10) vs IYSMX (0.10). 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 annual gain was more profitable for investors over the last year : 26.21 vs. NAESX (24.75). NAESX return over 5 years is better than : 42.07 vs. IYSMX (-1.90).
| 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 | 19.212 | 18.339 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 183B | 0% |
| Annual Yield % from dividends | 0.10 | 1.10 | 9% |
| Returns for 1 year | 26.21 | 24.75 | 106% |
| Returns for 3 years | 59.49 | 58.17 | 102% |
| Returns for 5 years | -1.90 | 42.07 | -5% |
| Returns for 10 years | 28.44 | 156.41 | 18% |
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