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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$12.68
Change-$0.14 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
MSCGX vs NAESX Comparison Chart
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MSCGX vs. NAESX commentary
Nov 18, 2024
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 MSCGX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. MSCGX (1.72B). NAESX pays higher dividends than MSCGX: NAESX (1.31) vs MSCGX (0.89). MSCGX was incepted earlier than NAESX: MSCGX (19 years) vs NAESX (64 years). MSCGX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). MSCGX has a lower initial minimum investment than NAESX: MSCGX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. MSCGX (26.06). NAESX return over 5 years is better than : 55.43 vs. MSCGX (19.78).
| MSCGX | NAESX | MSCGX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 64 years | - |
| Gain YTD | 16.437 | 15.758 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 151B | 1% |
| Annual Yield % from dividends | 0.89 | 1.31 | 68% |
| Returns for 1 year | 26.06 | 30.24 | 86% |
| Returns for 3 years | -18.01 | 4.66 | -386% |
| Returns for 5 years | 19.78 | 55.43 | 36% |
| Returns for 10 years | 5.15 | 122.58 | 4% |
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