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MCSPX vs NAESX
MCSPX vs NAESX Comparison
Open Charts MCSPX vs NAESX
BlackRock Advantage SMID Cap Inv C
Price$10.28
Change-$0.75 (-6.80%)
VolumeN/A
Net Assets423.72M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
MCSPX vs NAESX Comparison Chart
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MCSPX 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 MCSPX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MCSPX (424M). MCSPX pays higher dividends than NAESX: MCSPX (1.54) vs NAESX (1.39). MCSPX was incepted earlier than NAESX: MCSPX (30 years) vs NAESX (65 years). MCSPX (1.96) is less costly to investors than NAESX (0.17). MCSPX is a more actively managed with annual turnover of: 120.00 vs. NAESX (12.00). MCSPX has a lower initial minimum investment than NAESX: MCSPX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. MCSPX (-2.46). NAESX return over 5 years is better than : 115.68 vs. MCSPX (-15.21).
| MCSPX | NAESX | MCSPX / NAESX | |
| Total Expense Ratio | 1.48 | 0.17 | 871% |
| Annual Report Gross Expense Ratio | 1.96 | 0.17 | 1,153% |
| Fund Existence | 30 years | 65 years | - |
| Gain YTD | -5.807 | -5.833 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 153B | 0% |
| Annual Yield % from dividends | 1.54 | 1.39 | 111% |
| Returns for 1 year | -2.46 | 1.18 | -209% |
| Returns for 3 years | 6.02 | 6.44 | 93% |
| Returns for 5 years | -15.21 | 115.68 | -13% |
| Returns for 10 years | -49.44 | 90.61 | -55% |
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