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MSCGX vs VSMAX
MSCGX vs VSMAX Comparison
Open Charts MSCGX vs VSMAX
Mercer US Small/Mid Cap Equity Y3
Price$11.87
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
MSCGX vs VSMAX Comparison Chart in %
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MSCGX vs. VSMAX commentary
Sep 08, 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: 161B vs. MSCGX (1.64B). VSMAX pays higher dividends than MSCGX: VSMAX (1.31) vs MSCGX (0.87). MSCGX was incepted earlier than VSMAX: MSCGX (20 years) vs VSMAX (25 years). MSCGX (0.99) is less costly to investors than VSMAX (0.05). MSCGX is a more actively managed with annual turnover of: 46.00 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 : 13.64 vs. MSCGX (2.41). VSMAX return over 5 years is better than : 66.80 vs. MSCGX (18.37).
| MSCGX | VSMAX | MSCGX / VSMAX | |
| Total Expense Ratio | 0.50 | 0.05 | 1,000% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.888 | 6.527 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 161B | 1% |
| Annual Yield % from dividends | 0.87 | 1.31 | 66% |
| Returns for 1 year | 2.41 | 13.64 | 18% |
| Returns for 3 years | 16.14 | 39.35 | 41% |
| Returns for 5 years | 18.37 | 66.80 | 27% |
| Returns for 10 years | 8.41 | 132.90 | 6% |
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