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MRSPX vs NAESX
MRSPX vs NAESX Comparison
Open Charts MRSPX vs NAESX
BlackRock Advantage SMID Cap R
Price$14.82
Change-$0.24 (-1.59%)
VolumeN/A
Net Assets446.11M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
MRSPX vs NAESX Comparison Chart
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MRSPX vs. NAESX commentary
Jun 16, 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 MRSPX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MRSPX (446M). NAESX pays higher dividends than MRSPX: NAESX (1.35) vs MRSPX (1.23). MRSPX was incepted earlier than NAESX: MRSPX (22 years) vs NAESX (65 years). MRSPX (1.42) is less costly to investors than NAESX (0.17). MRSPX is a more actively managed with annual turnover of: 120.00 vs. NAESX (13.00). MRSPX has a lower initial minimum investment than NAESX: MRSPX (100) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. MRSPX (3.78). NAESX return over 5 years is better than : 63.19 vs. MRSPX (-20.18).
| MRSPX | NAESX | MRSPX / NAESX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 1.42 | 0.17 | 835% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -3.578 | -4.390 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 148B | 0% |
| Annual Yield % from dividends | 1.23 | 1.35 | 91% |
| Returns for 1 year | 3.78 | 5.19 | 73% |
| Returns for 3 years | 32.27 | 31.28 | 103% |
| Returns for 5 years | -20.18 | 63.19 | -32% |
| Returns for 10 years | -37.31 | 92.88 | -40% |
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