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DLBMX vs NAESX
DLBMX vs NAESX Comparison
Open Charts DLBMX vs NAESX
MassMutual Small Cap Opps A
Price$17.36
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets452.28M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
DLBMX vs NAESX Comparison Chart
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DLBMX vs. NAESX commentary
Jan 19, 2025
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 DLBMX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. DLBMX (452M). NAESX pays higher dividends than DLBMX: NAESX (1.31) vs DLBMX (0.00). DLBMX was incepted earlier than NAESX: DLBMX (27 years) vs NAESX (64 years). DLBMX is a more actively managed with annual turnover of: 46.00 vs. NAESX (12.00). DLBMX has a lower initial minimum investment than NAESX: DLBMX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. DLBMX (10.89). NAESX return over 5 years is better than : 48.81 vs. DLBMX (20.28).
| DLBMX | NAESX | DLBMX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 64 years | - |
| Gain YTD | 3.715 | 3.370 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 10.89 | 21.23 | 51% |
| Returns for 3 years | 5.51 | 17.16 | 32% |
| Returns for 5 years | 20.28 | 48.81 | 42% |
| Returns for 10 years | 22.27 | 126.44 | 18% |
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