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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.63
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.85B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MSCGX vs NAESX Comparison Chart
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MSCGX vs. NAESX commentary
Jan 19, 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: 155B vs. MSCGX (1.85B). NAESX pays higher dividends than MSCGX: NAESX (1.31) vs MSCGX (0.89). MSCGX was incepted earlier than NAESX: MSCGX (19 years) vs NAESX (64 years). MSCGX is a more actively managed with annual turnover of: 42.00 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 : 21.23 vs. MSCGX (10.17). NAESX return over 5 years is better than : 48.81 vs. MSCGX (7.34).
| MSCGX | NAESX | MSCGX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 64 years | - |
| Gain YTD | 3.479 | 3.370 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 155B | 1% |
| Annual Yield % from dividends | 0.89 | 1.31 | 68% |
| Returns for 1 year | 10.17 | 21.23 | 48% |
| Returns for 3 years | -1.17 | 17.16 | -7% |
| Returns for 5 years | 7.34 | 48.81 | 15% |
| Returns for 10 years | 9.52 | 126.44 | 8% |
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