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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$28.78
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets496.82M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
MDSPX vs NAESX Comparison Chart in %
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MDSPX vs. NAESX commentary
Sep 08, 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: 161B vs. MDSPX (497M). NAESX pays higher dividends than MDSPX: NAESX (1.20) vs MDSPX (0.61). MDSPX was incepted earlier than NAESX: MDSPX (31 years) vs NAESX (65 years). MDSPX (1.03) 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 : 13.62 vs. MDSPX (10.86). NAESX return over 5 years is better than : 66.60 vs. MDSPX (-3.14).
| MDSPX | NAESX | MDSPX / NAESX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | 4.807 | 6.494 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 161B | 0% |
| Annual Yield % from dividends | 0.61 | 1.20 | 51% |
| Returns for 1 year | 10.86 | 13.62 | 80% |
| Returns for 3 years | 40.14 | 39.23 | 102% |
| Returns for 5 years | -3.14 | 66.60 | -5% |
| Returns for 10 years | 6.97 | 132.36 | 5% |
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