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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$27.24
Change-$0.84 (-2.99%)
VolumeN/A
Net Assets444.06M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
MDSPX vs NAESX Comparison Chart
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MDSPX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. MDSPX (444M). NAESX pays higher dividends than MDSPX: NAESX (1.31) vs MDSPX (0.77). MDSPX was incepted earlier than NAESX: MDSPX (30 years) vs NAESX (64 years). MDSPX is a more actively managed with annual turnover of: 125.00 vs. NAESX (12.00). 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 : 11.22 vs. MDSPX (9.63). NAESX return over 5 years is better than : 44.30 vs. MDSPX (-5.71).
| MDSPX | NAESX | MDSPX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 64 years | - |
| Gain YTD | -0.801 | -0.321 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 161B | 0% |
| Annual Yield % from dividends | 0.77 | 1.31 | 58% |
| Returns for 1 year | 9.63 | 11.22 | 86% |
| Returns for 3 years | 20.91 | 18.76 | 111% |
| Returns for 5 years | -5.71 | 44.30 | -13% |
| Returns for 10 years | -4.19 | 105.17 | -4% |
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