Ad is loading...
DLBMX vs NAESX
DLBMX vs NAESX Comparison
Open Charts DLBMX vs NAESX
MassMutual Small Cap Opps A
Price$15.39
Change+$0.35 (+2.33%)
VolumeN/A
Net Assets388.94M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
DLBMX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DLBMX vs. NAESX commentary
Apr 25, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. DLBMX (389M). 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 : -2.36 vs. DLBMX (-8.67). NAESX return over 5 years is better than : 71.57 vs. DLBMX (43.09).
| 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 | -9.886 | -12.247 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 143B | 0% |
| Annual Yield % from dividends | 0.22 | 1.39 | 16% |
| Returns for 1 year | -8.67 | -2.36 | 367% |
| Returns for 3 years | -3.47 | 4.67 | -74% |
| Returns for 5 years | 43.09 | 71.57 | 60% |
| Returns for 10 years | 0.54 | 78.60 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...