NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
STMSX
Price
$27.07
Change
+$0.28 (+1.05%)
Updated
Jun 2 closing price
Net Assets
737.43M
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NAESX vs STMSX

Header iconNAESX vs STMSX Comparison
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NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Jun 03, 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 NAESX is a Buy and STMSX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. STMSX (737M). NAESX pays higher dividends than STMSX: NAESX (1.08) vs STMSX (0.37). NAESX was incepted earlier than STMSX: NAESX (66 years) vs STMSX (26 years). STMSX (1.24) is less costly to investors than NAESX (0.17). STMSX is a more actively managed with annual turnover of: 36.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than STMSX: NAESX (0) vs STMSX (100000). NAESX annual gain was more profitable for investors over the last year : 28.95 vs. STMSX (22.01). NAESX return over 5 years is better than : 33.38 vs. STMSX (-4.60).
NAESXSTMSXNAESX / STMSX
Total Expense Ratio0.171.1015%
Annual Report Gross Expense Ratio0.171.2414%
Fund Existence66 years26 years-
Gain YTD13.68012.041114%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets177B737M24,016%
Annual Yield % from dividends1.080.37296%
Returns for 1 year28.9522.01132%
Returns for 3 years54.8619.29284%
Returns for 5 years33.38-4.60-725%
Returns for 10 years160.5050.72316%
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