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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$10.75
Change-$0.17 (-1.56%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
MSCGX vs NAESX Comparison Chart
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MSCGX vs. NAESX commentary
Jun 15, 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 Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MSCGX (1.58B). NAESX pays higher dividends than MSCGX: NAESX (1.35) vs MSCGX (0.95). 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 (13.00). 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 : 5.19 vs. MSCGX (-4.13). NAESX return over 5 years is better than : 63.19 vs. MSCGX (17.69).
| 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 | -4.103 | -4.390 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 148B | 1% |
| Annual Yield % from dividends | 0.95 | 1.35 | 70% |
| Returns for 1 year | -4.13 | 5.19 | -80% |
| Returns for 3 years | 9.34 | 31.28 | 30% |
| Returns for 5 years | 17.69 | 63.19 | 28% |
| Returns for 10 years | -8.65 | 92.88 | -9% |
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