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MSCDX vs NAESX
MSCDX vs NAESX Comparison
Open Charts MSCDX vs NAESX
MassMutual Small Cap Opps R5
Price$17.52
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets432.66M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
MSCDX vs NAESX Comparison Chart
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MSCDX vs. NAESX commentary
Jun 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 MSCDX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MSCDX (433M). NAESX pays higher dividends than MSCDX: NAESX (1.35) vs MSCDX (0.60). 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 : 5.13 vs. MSCDX (-0.25). NAESX return over 5 years is better than : 52.20 vs. MSCDX (29.03).
| 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 | -0.624 | -4.086 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 433M | 148B | 0% |
| Annual Yield % from dividends | 0.60 | 1.35 | 44% |
| Returns for 1 year | -0.25 | 5.13 | -5% |
| Returns for 3 years | 11.34 | 16.63 | 68% |
| Returns for 5 years | 29.03 | 52.20 | 56% |
| Returns for 10 years | 16.61 | 96.08 | 17% |
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