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MSCDX vs NAESX
MSCDX vs NAESX Comparison
Open Charts MSCDX vs NAESX
MassMutual Small Cap Opps R5
Price$18.03
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets471.27M
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
MSCDX vs NAESX Comparison Chart in %
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MSCDX vs. NAESX commentary
Nov 19, 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 MSCDX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MSCDX (471M). NAESX pays higher dividends than MSCDX: NAESX (1.22) vs MSCDX (0.56). MSCDX was incepted earlier than NAESX: MSCDX (21 years) vs NAESX (65 years). MSCDX (0.76) is less costly to investors than NAESX (0.17). MSCDX is a more actively managed with annual turnover of: 40.00 vs. NAESX (13.00). MSCDX has a lower initial minimum investment than NAESX: MSCDX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.55 vs. MSCDX (-7.95). NAESX return over 5 years is better than : 39.03 vs. MSCDX (12.57).
| MSCDX | NAESX | MSCDX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | 1.871 | 2.218 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 162B | 0% |
| Annual Yield % from dividends | 0.56 | 1.22 | 46% |
| Returns for 1 year | -7.95 | -0.55 | 1,451% |
| Returns for 3 years | 15.43 | 29.75 | 52% |
| Returns for 5 years | 12.57 | 39.03 | 32% |
| Returns for 10 years | 27.18 | 121.66 | 22% |
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