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MKSPX vs NAESX
MKSPX vs NAESX Comparison
Open Charts MKSPX vs NAESX
BlackRock Advantage SMID Cap K
Price$25.02
Change-$1.07 (-4.10%)
VolumeN/A
Net Assets395.2M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
MKSPX vs NAESX Comparison Chart
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MKSPX vs. NAESX 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 MKSPX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. MKSPX (395M). NAESX pays higher dividends than MKSPX: NAESX (1.39) vs MKSPX (0.88). MKSPX was incepted earlier than NAESX: MKSPX (7 years) vs NAESX (65 years). MKSPX (0.67) is less costly to investors than NAESX (0.17). MKSPX is a more actively managed with annual turnover of: 120.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than MKSPX: NAESX (3000) vs MKSPX (5000000). NAESX annual gain was more profitable for investors over the last year : -3.54 vs. MKSPX (-4.88). NAESX return over 5 years is better than : 71.00 vs. MKSPX (5.70).
| MKSPX | NAESX | MKSPX / NAESX | |
| Total Expense Ratio | 0.43 | 0.17 | 253% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | -11.589 | -11.734 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 143B | 0% |
| Annual Yield % from dividends | 0.88 | 1.39 | 63% |
| Returns for 1 year | -4.88 | -3.54 | 138% |
| Returns for 3 years | 7.84 | 4.24 | 185% |
| Returns for 5 years | 5.70 | 71.00 | 8% |
| Returns for 10 years | N/A | 78.67 | - |
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