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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$27.43
Change-$1.11 (-3.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
MDSPX vs NAESX Comparison Chart
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MDSPX vs. NAESX commentary
Dec 19, 2024
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: 167B vs. MDSPX (459M). 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 : 19.54 vs. MDSPX (17.78). NAESX return over 5 years is better than : 53.79 vs. MDSPX (3.93).
| 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 | 15.550 | 17.994 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 459M | 167B | 0% |
| Annual Yield % from dividends | 0.77 | 1.31 | 58% |
| Returns for 1 year | 17.78 | 19.54 | 91% |
| Returns for 3 years | 18.56 | 15.71 | 118% |
| Returns for 5 years | 3.93 | 53.79 | 7% |
| Returns for 10 years | 2.53 | 124.30 | 2% |
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