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DLBMX vs NAESX
DLBMX vs NAESX Comparison
Open Charts DLBMX vs NAESX
MassMutual Small Cap Opps A
Price$16.49
Change-$0.31 (-1.85%)
VolumeN/A
Net Assets430.86M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
DLBMX vs NAESX Comparison Chart
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DLBMX vs. NAESX commentary
Jun 15, 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 DLBMX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. DLBMX (431M). NAESX pays higher dividends than DLBMX: NAESX (1.35) vs DLBMX (0.21). DLBMX was incepted earlier than NAESX: DLBMX (27 years) vs NAESX (65 years). DLBMX (1.16) is less costly to investors than NAESX (0.17). DLBMX is a more actively managed with annual turnover of: 40.00 vs. NAESX (13.00). DLBMX has a lower initial minimum investment than NAESX: DLBMX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. DLBMX (-0.41). NAESX return over 5 years is better than : 63.19 vs. DLBMX (35.51).
| DLBMX | NAESX | DLBMX / NAESX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | -1.198 | -4.390 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 148B | 0% |
| Annual Yield % from dividends | 0.21 | 1.35 | 16% |
| Returns for 1 year | -0.41 | 5.19 | -8% |
| Returns for 3 years | 20.87 | 31.28 | 67% |
| Returns for 5 years | 35.51 | 63.19 | 56% |
| Returns for 10 years | 7.60 | 92.88 | 8% |
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