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MDSPX vs NAESX
MDSPX vs NAESX Comparison
Open Charts MDSPX vs NAESX
BlackRock Advantage SMID Cap Inv A
Price$27.45
Change+$0.21 (+0.77%)
VolumeN/A
Net Assets473.55M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
MDSPX vs NAESX Comparison Chart in %
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MDSPX vs. NAESX commentary
Jul 28, 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 NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MDSPX (474M). NAESX pays higher dividends than MDSPX: NAESX (1.28) vs MDSPX (0.65). MDSPX was incepted earlier than NAESX: MDSPX (31 years) vs NAESX (65 years). MDSPX (1.05) is less costly to investors than NAESX (0.17). MDSPX is a more actively managed with annual turnover of: 115.00 vs. NAESX (13.00). MDSPX has a lower initial minimum investment than NAESX: MDSPX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. MDSPX (3.75). NAESX return over 5 years is better than : 66.66 vs. MDSPX (-1.45).
| MDSPX | NAESX | MDSPX / NAESX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | -0.036 | 2.781 | -1% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 153B | 0% |
| Annual Yield % from dividends | 0.65 | 1.28 | 51% |
| Returns for 1 year | 3.75 | 8.46 | 44% |
| Returns for 3 years | 32.59 | 34.15 | 95% |
| Returns for 5 years | -1.45 | 66.66 | -2% |
| Returns for 10 years | -2.02 | 114.71 | -2% |
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