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MDSPX vs VSMAX
MDSPX vs VSMAX Comparison
Open Charts MDSPX vs VSMAX
BlackRock Advantage SMID Cap Inv A
Price$26.11
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets457.07M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
MDSPX vs VSMAX Comparison Chart
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MDSPX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. MDSPX (457M). VSMAX pays higher dividends than MDSPX: VSMAX (1.56) vs MDSPX (0.71). MDSPX was incepted earlier than VSMAX: MDSPX (31 years) vs VSMAX (25 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 (13.00). 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 : 3.93 vs. MDSPX (2.17). VSMAX return over 5 years is better than : 72.27 vs. MDSPX (5.43).
| 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 | 31 years | 25 years | - |
| Gain YTD | -2.294 | -2.861 | 80% |
| 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 | 1.56 | 46% |
| Returns for 1 year | 2.17 | 3.93 | 55% |
| Returns for 3 years | 30.40 | 27.20 | 112% |
| Returns for 5 years | 5.43 | 72.27 | 8% |
| Returns for 10 years | -8.05 | 96.62 | -8% |
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