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MSVIX vs NAESX
MSVIX vs NAESX Comparison
Open Charts MSVIX vs NAESX
Mesirow Small Company Institutional
Price$11.08
Change+$0.90 (+8.84%)
VolumeN/A
Net Assets9.66M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
MSVIX vs NAESX Comparison Chart
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MSVIX vs. NAESX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. MSVIX (9.66M). NAESX pays higher dividends than MSVIX: NAESX (1.39) vs MSVIX (0.23). MSVIX was incepted earlier than NAESX: MSVIX (6 years) vs NAESX (65 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 : -13.70 vs. MSVIX (-16.77). NAESX return over 5 years is better than : 56.35 vs. MSVIX (27.37).
| 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 | 65 years | - |
| Gain YTD | -18.233 | -19.296 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66M | 143B | 0% |
| Annual Yield % from dividends | 0.23 | 1.39 | 17% |
| Returns for 1 year | -16.77 | -13.70 | 122% |
| Returns for 3 years | -10.15 | -5.18 | 196% |
| Returns for 5 years | 27.37 | 56.35 | 49% |
| Returns for 10 years | N/A | 63.14 | - |
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