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MSCDX vs NAESX
MSCDX vs NAESX Comparison
Open Charts MSCDX vs NAESX
MassMutual Small Cap Opps R5
Price$17.00
Change+$0.22 (+1.31%)
VolumeN/A
Net Assets409.46M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
MSCDX vs NAESX Comparison Chart
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MSCDX vs. NAESX commentary
May 09, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. MSCDX (409M). NAESX pays higher dividends than MSCDX: NAESX (1.43) vs MSCDX (0.62). 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 : -0.09 vs. MSCDX (-4.30). NAESX return over 5 years is better than : 65.08 vs. MSCDX (42.86).
| 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 | -4.875 | -8.414 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 140B | 0% |
| Annual Yield % from dividends | 0.62 | 1.43 | 44% |
| Returns for 1 year | -4.30 | -0.09 | 4,715% |
| Returns for 3 years | 14.06 | 20.27 | 69% |
| Returns for 5 years | 42.86 | 65.08 | 66% |
| Returns for 10 years | 13.50 | 87.81 | 15% |
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