Ad is loading...
MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$9.98
Change-$0.69 (-6.47%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
MSCGX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSCGX vs. NAESX commentary
Apr 05, 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: 153B vs. MSCGX (1.67B). NAESX pays higher dividends than MSCGX: NAESX (1.39) vs MSCGX (0.96). 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 (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 : 1.18 vs. MSCGX (-8.18). NAESX return over 5 years is better than : 115.68 vs. MSCGX (55.21).
| 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 | -4.817 | -5.833 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 153B | 1% |
| Annual Yield % from dividends | 0.96 | 1.39 | 69% |
| Returns for 1 year | -8.18 | 1.18 | -695% |
| Returns for 3 years | -7.56 | 6.44 | -117% |
| Returns for 5 years | 55.21 | 115.68 | 48% |
| Returns for 10 years | -7.71 | 90.61 | -9% |
View a ticker or compare two or three
VS
VS
Ad is loading...