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MSCDX vs NAESX
MSCDX vs NAESX Comparison
Open Charts MSCDX vs NAESX
MassMutual Small Cap Opps R5
Price$15.76
Change-$1.20 (-7.08%)
VolumeN/A
Net Assets416.05M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
MSCDX vs NAESX Comparison Chart
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MSCDX vs. NAESX commentary
Apr 05, 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: 153B vs. MSCDX (416M). NAESX pays higher dividends than MSCDX: NAESX (1.39) vs MSCDX (0.62). MSCDX was incepted earlier than NAESX: MSCDX (20 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 (12.00). 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 : 1.18 vs. MSCDX (-4.19). NAESX return over 5 years is better than : 115.68 vs. MSCDX (86.32).
| MSCDX | NAESX | MSCDX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | -3.855 | -5.833 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 153B | 0% |
| Annual Yield % from dividends | 0.62 | 1.39 | 44% |
| Returns for 1 year | -4.19 | 1.18 | -357% |
| Returns for 3 years | 0.09 | 6.44 | 1% |
| Returns for 5 years | 86.32 | 115.68 | 75% |
| Returns for 10 years | 12.74 | 90.61 | 14% |
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