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MDSPX vs NAESX
MDSPX vs NAESX Comparison
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MDSPX vs NAESX Comparison Chart in %
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MDSPX vs. NAESX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. MDSPX (972M). NAESX pays higher dividends than MDSPX: NAESX (1.10) vs MDSPX (0.39). 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: 90.00 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 : 27.90 vs. NAESX (22.56). NAESX (34.95) and MDSPX (34.55) have equivalent 5 years return.
| MDSPX | NAESX | MDSPX / NAESX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 32 years | 66 years | - |
| Gain YTD | 18.789 | 14.563 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 189B | 1% |
| Annual Yield % from dividends | 0.39 | 1.10 | 35% |
| Returns for 1 year | 27.90 | 22.56 | 124% |
| Returns for 3 years | 47.49 | 43.30 | 110% |
| Returns for 5 years | 34.55 | 34.95 | 99% |
| Returns for 10 years | 21.90 | 155.28 | 14% |
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