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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$26.11
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets457.07M
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
MDSPX vs NAESX Comparison Chart
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MDSPX vs. NAESX commentary
May 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. MDSPX (457M). NAESX pays higher dividends than MDSPX: NAESX (1.43) vs MDSPX (0.71). 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: 120.00 vs. NAESX (13.00). MDSPX has a lower initial minimum investment than NAESX: MDSPX (1000) vs NAESX (3000). MDSPX annual gain was more profitable for investors over the last year : 2.17 vs. NAESX (1.75). NAESX return over 5 years is better than : 67.31 vs. MDSPX (5.43).
| 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 | -2.294 | -5.554 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 140B | 0% |
| Annual Yield % from dividends | 0.71 | 1.43 | 50% |
| Returns for 1 year | 2.17 | 1.75 | 124% |
| Returns for 3 years | 30.40 | 22.26 | 137% |
| Returns for 5 years | 5.43 | 67.31 | 8% |
| Returns for 10 years | -8.05 | 90.72 | -9% |
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