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MSCGX vs VSMAX
MSCGX vs VSMAX Comparison
Open Charts MSCGX vs VSMAX
Mercer US Small/Mid Cap Equity Y3
Price$10.75
Change-$0.17 (-1.56%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
MSCGX vs VSMAX Comparison Chart
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MSCGX vs. VSMAX commentary
Jun 15, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MSCGX (1.58B). VSMAX pays higher dividends than MSCGX: VSMAX (1.48) vs MSCGX (0.95). MSCGX was incepted earlier than VSMAX: MSCGX (20 years) vs VSMAX (25 years). MSCGX (1.01) is less costly to investors than VSMAX (0.05). MSCGX is a more actively managed with annual turnover of: 44.00 vs. VSMAX (13.00). MSCGX has a lower initial minimum investment than VSMAX: MSCGX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. MSCGX (-4.13). VSMAX return over 5 years is better than : 63.38 vs. MSCGX (17.69).
| MSCGX | VSMAX | MSCGX / VSMAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -4.103 | -4.364 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 148B | 1% |
| Annual Yield % from dividends | 0.95 | 1.48 | 64% |
| Returns for 1 year | -4.13 | 5.22 | -79% |
| Returns for 3 years | 9.34 | 31.37 | 30% |
| Returns for 5 years | 17.69 | 63.38 | 28% |
| Returns for 10 years | -8.65 | 93.38 | -9% |
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