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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$27.47
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets473.69M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
MDSPX vs NAESX Comparison Chart in %
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MDSPX vs. NAESX commentary
Aug 16, 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 MDSPX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. MDSPX (474M). NAESX pays higher dividends than MDSPX: NAESX (1.25) vs MDSPX (0.64). MDSPX was incepted earlier than NAESX: MDSPX (31 years) vs NAESX (65 years). MDSPX (1.05) is less costly to investors than NAESX (0.17). MDSPX is a more actively managed with annual turnover of: 115.00 vs. NAESX (13.00). MDSPX has a lower initial minimum investment than NAESX: MDSPX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.55 vs. MDSPX (5.52). NAESX return over 5 years is better than : 58.12 vs. MDSPX (-5.80).
| MDSPX | NAESX | MDSPX / NAESX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | 0.255 | 2.876 | 9% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 154B | 0% |
| Annual Yield % from dividends | 0.64 | 1.25 | 51% |
| Returns for 1 year | 5.52 | 9.55 | 58% |
| Returns for 3 years | 20.53 | 20.84 | 99% |
| Returns for 5 years | -5.80 | 58.12 | -10% |
| Returns for 10 years | -2.39 | 113.38 | -2% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYUP | 42.31 | 0.01 | +0.04% |
| Xtrackers High Beta High Yield Bond ETF | |||
| FMCE | 26.48 | N/A | N/A |
| FM Compounders Equity ETF | |||
| AMZA | 42.41 | -0.36 | -0.84% |
| InfraCap MLP ETF | |||
| NVG | 11.70 | -0.12 | -1.02% |
| Nuveen AMT-Free Municipal Credit Income Fund | |||
| SPPP | 11.85 | -0.21 | -1.74% |
| Sprott Physical Platinum and Palladium Trust | |||