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DLBMX vs NAESX
DLBMX vs NAESX Comparison
Open Charts DLBMX vs NAESX
MassMutual Small Cap Opps A
Price$14.89
Change-$1.13 (-7.05%)
VolumeN/A
Net Assets416.05M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
DLBMX vs NAESX Comparison Chart
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DLBMX vs. NAESX commentary
Apr 04, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. DLBMX (416M). NAESX pays higher dividends than DLBMX: NAESX (1.39) vs DLBMX (0.22). DLBMX was incepted earlier than NAESX: DLBMX (27 years) vs NAESX (65 years). DLBMX (1.16) is less costly to investors than NAESX (0.17). DLBMX is a more actively managed with annual turnover of: 40.00 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 : 1.18 vs. DLBMX (-4.96). NAESX return over 5 years is better than : 115.68 vs. DLBMX (79.74).
| DLBMX | NAESX | DLBMX / NAESX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | -4.014 | -5.833 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 153B | 0% |
| Annual Yield % from dividends | 0.22 | 1.39 | 16% |
| Returns for 1 year | -4.96 | 1.18 | -422% |
| Returns for 3 years | -1.88 | 6.44 | -29% |
| Returns for 5 years | 79.74 | 115.68 | 69% |
| Returns for 10 years | 5.76 | 90.61 | 6% |
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