Ad is loading...
MSVIX vs NAESX
MSVIX vs NAESX Comparison
Open Charts MSVIX vs NAESX
Mesirow Small Company Institutional
Price$11.70
Change-$0.29 (-2.42%)
VolumeN/A
Net Assets10.47M
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
MSVIX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSVIX vs. NAESX commentary
Mar 11, 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 MSVIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MSVIX (10.5M). NAESX pays higher dividends than MSVIX: NAESX (1.20) vs MSVIX (0.22). MSVIX was incepted earlier than NAESX: MSVIX (6 years) vs NAESX (64 years). MSVIX (1.75) is less costly to investors than NAESX (0.17). MSVIX is a more actively managed with annual turnover of: 102.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than MSVIX: NAESX (3000) vs MSVIX (100000). NAESX annual gain was more profitable for investors over the last year : 2.54 vs. MSVIX (-0.51). NAESX return over 5 years is better than : 59.49 vs. MSVIX (30.46).
| MSVIX | NAESX | MSVIX / NAESX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 1.75 | 0.17 | 1,029% |
| Fund Existence | 6 years | 64 years | - |
| Gain YTD | -3.695 | -4.959 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 153B | 0% |
| Annual Yield % from dividends | 0.22 | 1.20 | 18% |
| Returns for 1 year | -0.51 | 2.54 | -20% |
| Returns for 3 years | 9.15 | 15.65 | 58% |
| Returns for 5 years | 30.46 | 59.49 | 51% |
| Returns for 10 years | N/A | 100.54 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers