MDSPX
Price
$35.06
Change
+$0.40 (+1.15%)
Updated
Jun 2 closing price
Net Assets
920.02M
NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
Interact to see
Advertisement

MDSPX vs NAESX

Header iconMDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESXBanner chart's image
MDSPX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
MDSPX vs. NAESX commentary
Jun 04, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. MDSPX (920M). NAESX pays higher dividends than MDSPX: NAESX (1.08) vs MDSPX (0.34). MDSPX was incepted earlier than NAESX: MDSPX (32 years) vs NAESX (66 years). MDSPX (1.03) is less costly to investors than NAESX (0.17). MDSPX is a more actively managed with annual turnover of: 115.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than MDSPX: NAESX (0) vs MDSPX (1000). MDSPX annual gain was more profitable for investors over the last year : 31.53 vs. NAESX (28.95). MDSPX return over 5 years is better than : 37.20 vs. NAESX (33.38).
MDSPXNAESXMDSPX / NAESX
Total Expense Ratio0.730.17429%
Annual Report Gross Expense Ratio1.030.17606%
Fund Existence32 years66 years-
Gain YTD19.84813.680145%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets920M177B1%
Annual Yield % from dividends0.341.0831%
Returns for 1 year31.5328.95109%
Returns for 3 years61.9754.86113%
Returns for 5 years37.2033.38111%
Returns for 10 years26.26160.5016%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GDIIX25.21N/A
N/A
Genter Dividend Income
ARBNX14.18N/A
N/A
Arbitrage I
HASCX52.99N/A
N/A
Harbor Small Cap Value Instl
HBLSX15.00N/A
N/A
Hartford Balanced Income R4
RTDTX14.71N/A
N/A
Russell Inv Multifactor US Equity M