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MDSPX vs VSMAX
MDSPX vs VSMAX Comparison
Open Charts MDSPX vs VSMAX
BlackRock Advantage SMID Cap Inv A
Price$24.25
Change+$2.07 (+9.33%)
VolumeN/A
Net Assets395.2M
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
MDSPX vs VSMAX Comparison Chart
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MDSPX vs. VSMAX commentary
Apr 11, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. MDSPX (395M). VSMAX pays higher dividends than MDSPX: VSMAX (1.52) vs MDSPX (0.70). MDSPX was incepted earlier than VSMAX: MDSPX (30 years) vs VSMAX (24 years). MDSPX (1.05) is less costly to investors than VSMAX (0.05). MDSPX is a more actively managed with annual turnover of: 120.00 vs. VSMAX (12.00). MDSPX has a lower initial minimum investment than VSMAX: MDSPX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -13.67 vs. MDSPX (-15.21). VSMAX return over 5 years is better than : 56.52 vs. MDSPX (-6.88).
| MDSPX | VSMAX | MDSPX / VSMAX | |
| Total Expense Ratio | 0.73 | 0.05 | 1,460% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | -19.228 | -19.288 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 143B | 0% |
| Annual Yield % from dividends | 0.70 | 1.52 | 46% |
| Returns for 1 year | -15.21 | -13.67 | 111% |
| Returns for 3 years | -2.94 | -5.11 | 57% |
| Returns for 5 years | -6.88 | 56.52 | -12% |
| Returns for 10 years | -23.82 | 63.59 | -37% |
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