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MKSPX vs NAESX
MKSPX vs NAESX Comparison
Open Charts MKSPX vs NAESX
BlackRock Advantage SMID Cap K
Price$28.67
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets449.4M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
MKSPX vs NAESX Comparison Chart
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MKSPX vs. NAESX commentary
Jun 06, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MKSPX (449M). NAESX pays higher dividends than MKSPX: NAESX (1.35) vs MKSPX (0.85). 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 (13.00). 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 : 4.88 vs. MKSPX (4.29). NAESX return over 5 years is better than : 52.45 vs. MKSPX (-0.26).
| 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 | -2.745 | -3.929 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 148B | 0% |
| Annual Yield % from dividends | 0.85 | 1.35 | 63% |
| Returns for 1 year | 4.29 | 4.88 | 88% |
| Returns for 3 years | 22.66 | 18.26 | 124% |
| Returns for 5 years | -0.26 | 52.45 | -0% |
| Returns for 10 years | N/A | 95.90 | - |
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