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MSCGX vs VSMAX
MSCGX vs VSMAX Comparison
Open Charts MSCGX vs VSMAX
Mercer US Small/Mid Cap Equity Y3
Price$12.68
Change-$0.14 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
MSCGX vs VSMAX Comparison Chart
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MSCGX vs. VSMAX commentary
Nov 18, 2024
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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. MSCGX (1.72B). VSMAX pays higher dividends than MSCGX: VSMAX (1.42) vs MSCGX (0.89). MSCGX was incepted earlier than VSMAX: MSCGX (19 years) vs VSMAX (24 years). MSCGX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). 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 : 30.28 vs. MSCGX (26.06). VSMAX return over 5 years is better than : 55.62 vs. MSCGX (19.78).
| MSCGX | VSMAX | MSCGX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 16.437 | 15.803 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 151B | 1% |
| Annual Yield % from dividends | 0.89 | 1.42 | 63% |
| Returns for 1 year | 26.06 | 30.28 | 86% |
| Returns for 3 years | -18.01 | 4.74 | -380% |
| Returns for 5 years | 19.78 | 55.62 | 36% |
| Returns for 10 years | 5.15 | 123.30 | 4% |
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