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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$26.94
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets454.17M
Vanguard Small Cap Index I
Price$111.80
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
MDSPX vs NAESX Comparison Chart
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MDSPX vs. NAESX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MDSPX (454M). NAESX pays higher dividends than MDSPX: NAESX (1.35) vs MDSPX (0.68). 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). NAESX annual gain was more profitable for investors over the last year : 6.18 vs. MDSPX (5.46). NAESX return over 5 years is better than : 66.07 vs. MDSPX (2.43).
| 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 | -1.784 | -2.704 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 148B | 0% |
| Annual Yield % from dividends | 0.68 | 1.35 | 50% |
| Returns for 1 year | 5.46 | 6.18 | 88% |
| Returns for 3 years | 36.25 | 33.06 | 110% |
| Returns for 5 years | 2.43 | 66.07 | 4% |
| Returns for 10 years | -7.66 | 97.52 | -8% |
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