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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$10.59
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets1.56B
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
MSCGX vs NAESX Comparison Chart
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MSCGX vs. NAESX commentary
May 25, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. MSCGX (1.56B). NAESX pays higher dividends than MSCGX: NAESX (1.43) vs MSCGX (0.99). 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 : 2.80 vs. MSCGX (-6.55). NAESX return over 5 years is better than : 66.59 vs. MSCGX (19.59).
| 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 | -5.531 | -5.963 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 140B | 1% |
| Annual Yield % from dividends | 0.99 | 1.43 | 69% |
| Returns for 1 year | -6.55 | 2.80 | -234% |
| Returns for 3 years | 4.51 | 23.57 | 19% |
| Returns for 5 years | 19.59 | 66.59 | 29% |
| Returns for 10 years | -9.14 | 91.88 | -10% |
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