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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.46
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets1.62B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
MSCGX vs NAESX Comparison Chart in %
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MSCGX vs. NAESX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. MSCGX (1.62B). NAESX pays higher dividends than MSCGX: NAESX (1.25) vs MSCGX (0.90). 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: 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 : 9.15 vs. MSCGX (-1.54). NAESX return over 5 years is better than : 57.53 vs. MSCGX (11.81).
| 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 | 2.230 | 2.494 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 154B | 1% |
| Annual Yield % from dividends | 0.90 | 1.25 | 72% |
| Returns for 1 year | -1.54 | 9.15 | -17% |
| Returns for 3 years | 1.24 | 20.39 | 6% |
| Returns for 5 years | 11.81 | 57.53 | 21% |
| Returns for 10 years | -0.63 | 112.59 | -1% |
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