Ad is loading...
MSCGX vs VSMAX
MSCGX vs VSMAX Comparison
Open Charts MSCGX vs VSMAX
Mercer US Small/Mid Cap Equity Y3
Price$11.63
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.85B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MSCGX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSCGX vs. VSMAX commentary
Jan 19, 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: 155B vs. MSCGX (1.85B). 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 : 21.26 vs. MSCGX (10.17). VSMAX return over 5 years is better than : 48.99 vs. MSCGX (7.34).
| 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 | 3.479 | 3.369 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 155B | 1% |
| Annual Yield % from dividends | 0.89 | 1.42 | 63% |
| Returns for 1 year | 10.17 | 21.26 | 48% |
| Returns for 3 years | -1.17 | 17.25 | -7% |
| Returns for 5 years | 7.34 | 48.99 | 15% |
| Returns for 10 years | 9.52 | 127.10 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...