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 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 IYSMX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. IYSMX (385M). NAESX pays higher dividends than IYSMX: NAESX (1.08) vs IYSMX (0.11). IYSMX was incepted earlier than NAESX: IYSMX (13 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. NAESX annual gain was more profitable for investors over the last year : 28.95 vs. IYSMX (26.99). NAESX return over 5 years is better than : 33.38 vs. IYSMX (-10.76).
| IYSMX | NAESX | IYSMX / NAESX | |
| Total Expense Ratio | 1.39 | 0.17 | 818% |
| Annual Report Gross Expense Ratio | 1.57 | 0.17 | 924% |
| Fund Existence | 13 years | 66 years | - |
| Gain YTD | 13.874 | 13.680 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 177B | 0% |
| Annual Yield % from dividends | 0.11 | 1.08 | 10% |
| Returns for 1 year | 26.99 | 28.95 | 93% |
| Returns for 3 years | 55.30 | 54.86 | 101% |
| Returns for 5 years | -10.76 | 33.38 | -32% |
| Returns for 10 years | 33.36 | 160.50 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement