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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$10.15
Change+$0.20 (+2.01%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
MSCGX vs NAESX Comparison Chart
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MSCGX vs. NAESX commentary
Apr 26, 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 MSCGX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. MSCGX (1.48B). NAESX pays higher dividends than MSCGX: NAESX (1.39) vs MSCGX (0.96). MSCGX was incepted earlier than NAESX: MSCGX (20 years) vs NAESX (65 years). MSCGX (1.01) is less costly to investors than NAESX (0.17). MSCGX is a more actively managed with annual turnover of: 44.00 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 : -2.36 vs. MSCGX (-11.42). NAESX return over 5 years is better than : 71.57 vs. MSCGX (24.38).
| MSCGX | NAESX | MSCGX / NAESX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | -11.240 | -12.247 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 143B | 1% |
| Annual Yield % from dividends | 0.96 | 1.39 | 69% |
| Returns for 1 year | -11.42 | -2.36 | 484% |
| Returns for 3 years | -10.09 | 4.67 | -216% |
| Returns for 5 years | 24.38 | 71.57 | 34% |
| Returns for 10 years | -14.28 | 78.60 | -18% |