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MSCGX vs VSMAX
MSCGX vs VSMAX Comparison
Open Charts MSCGX vs VSMAX
Mercer US Small/Mid Cap Equity Y3
Price$10.59
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets1.56B
Vanguard Small Cap Index Admiral Shares
Price$108.21
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
MSCGX vs VSMAX Comparison Chart
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MSCGX vs. VSMAX commentary
May 25, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. MSCGX (1.56B). VSMAX pays higher dividends than MSCGX: VSMAX (1.56) vs MSCGX (0.99). 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 : 2.82 vs. MSCGX (-6.55). VSMAX return over 5 years is better than : 66.80 vs. MSCGX (19.59).
| 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 | -5.531 | -5.946 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 140B | 1% |
| Annual Yield % from dividends | 0.99 | 1.56 | 63% |
| Returns for 1 year | -6.55 | 2.82 | -233% |
| Returns for 3 years | 4.51 | 23.66 | 19% |
| Returns for 5 years | 19.59 | 66.80 | 29% |
| Returns for 10 years | -9.14 | 92.39 | -10% |
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