Interact to see
Advertisement
Advertisement
MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.74
Change+$0.12 (+1.03%)
VolumeN/A
Net Assets1.63B
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
MSCGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSCGX vs. NAESX commentary
Sep 29, 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: 161B vs. MSCGX (1.63B). NAESX pays higher dividends than MSCGX: NAESX (1.20) vs MSCGX (0.87). MSCGX was incepted earlier than NAESX: MSCGX (20 years) vs NAESX (65 years). MSCGX (0.99) is less costly to investors than NAESX (0.17). MSCGX is a more actively managed with annual turnover of: 46.00 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 : 8.00 vs. MSCGX (-2.78). NAESX return over 5 years is better than : 71.48 vs. MSCGX (20.42).
| MSCGX | NAESX | MSCGX / NAESX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | 4.728 | 6.199 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 161B | 1% |
| Annual Yield % from dividends | 0.87 | 1.20 | 72% |
| Returns for 1 year | -2.78 | 8.00 | -35% |
| Returns for 3 years | 24.08 | 50.66 | 48% |
| Returns for 5 years | 20.42 | 71.48 | 29% |
| Returns for 10 years | 16.64 | 148.14 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement