MASMX
Price
$10.72
Change
+$0.05 (+0.47%)
Updated
Jul 3 closing price
Net Assets
175.58M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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MASMX vs NAESX

Header iconMASMX vs NAESX Comparison
Open Charts MASMX vs NAESXBanner chart's image
Madison Small Cap A
Price$10.72
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets175.58M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
MASMX vs NAESX Comparison Chart in %
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MASMX vs. NAESX commentary
Jul 07, 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 MASMX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MASMX (176M). NAESX pays higher dividends than MASMX: NAESX (1.28) vs MASMX (0.00). MASMX was incepted earlier than NAESX: MASMX (6 years) vs NAESX (65 years). MASMX (1.35) is less costly to investors than NAESX (0.17). MASMX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). MASMX has a lower initial minimum investment than NAESX: MASMX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. MASMX (-1.92). NAESX return over 5 years is better than : 69.32 vs. MASMX (10.72).
MASMXNAESXMASMX / NAESX
Total Expense Ratio1.350.17794%
Annual Report Gross Expense Ratio1.350.17794%
Fund Existence6 years65 years-
Gain YTD-3.1621.432-221%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets176M148B0%
Annual Yield % from dividends0.001.28-
Returns for 1 year-1.9212.22-16%
Returns for 3 years16.5237.8344%
Returns for 5 years10.7269.3215%
Returns for 10 years15.47108.8314%
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