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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$28.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets455.29M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MDSPX vs NAESX Comparison Chart
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MDSPX vs. NAESX commentary
Jan 19, 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: 155B vs. MDSPX (455M). 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 : 21.23 vs. MDSPX (18.37). NAESX return over 5 years is better than : 48.81 vs. MDSPX (-0.91).
| 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 | 3.168 | 3.370 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 155B | 0% |
| Annual Yield % from dividends | 0.77 | 1.31 | 58% |
| Returns for 1 year | 18.37 | 21.23 | 87% |
| Returns for 3 years | 20.38 | 17.16 | 119% |
| Returns for 5 years | -0.91 | 48.81 | -2% |
| Returns for 10 years | 4.59 | 126.44 | 4% |