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MKSPX vs NAESX
MKSPX vs NAESX Comparison
Open Charts MKSPX vs NAESX
BlackRock Advantage SMID Cap K
Price$30.37
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets476.72M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
MKSPX vs NAESX Comparison Chart in %
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MKSPX 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 MKSPX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MKSPX (477M). NAESX pays higher dividends than MKSPX: NAESX (1.28) vs MKSPX (0.82). 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). MKSPX (12.43) and NAESX (12.22) have marching annual gain over last year. NAESX return over 5 years is better than : 69.32 vs. MKSPX (7.75).
| 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 | 2.914 | 1.432 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 148B | 0% |
| Annual Yield % from dividends | 0.82 | 1.28 | 64% |
| Returns for 1 year | 12.43 | 12.22 | 102% |
| Returns for 3 years | 42.98 | 37.83 | 114% |
| Returns for 5 years | 7.75 | 69.32 | 11% |
| Returns for 10 years | N/A | 108.83 | - |