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DFSTX vs MSCGX
DFSTX vs MSCGX Comparison
Open Charts DFSTX vs MSCGX
Mercer US Small/Mid Cap Equity Y3
Price$11.64
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets1.75B
DFSTX vs MSCGX Comparison Chart in %
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DFSTX vs. MSCGX commentary
Feb 04, 2026
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 DFSTX is a Hold and MSCGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. MSCGX (1.75B). DFSTX pays higher dividends than MSCGX: DFSTX (1.02) vs MSCGX (0.97). DFSTX was incepted earlier than MSCGX: DFSTX (34 years) vs MSCGX (20 years). MSCGX (0.99) is less costly to investors than DFSTX (0.28). MSCGX is a more actively managed with annual turnover of: 46.00 vs. DFSTX (5.00). DFSTX (0) and MSCGX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. MSCGX (2.04). DFSTX return over 5 years is better than : 38.07 vs. MSCGX (-7.61).
| DFSTX | MSCGX | DFSTX / MSCGX | |
| Total Expense Ratio | 0.27 | 0.50 | 54% |
| Annual Report Gross Expense Ratio | 0.28 | 0.99 | 28% |
| Fund Existence | 34 years | 20 years | - |
| Gain YTD | 6.752 | 4.865 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 1.75B | 1,036% |
| Annual Yield % from dividends | 1.02 | 0.97 | 105% |
| Returns for 1 year | 13.21 | 2.04 | 648% |
| Returns for 3 years | 33.64 | 9.77 | 344% |
| Returns for 5 years | 38.07 | -7.61 | -500% |
| Returns for 10 years | 131.31 | 38.24 | 343% |
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