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MSCDX vs NAESX
MSCDX vs NAESX Comparison
Open Charts MSCDX vs NAESX
MassMutual Small Cap Opps R5
Price$18.36
Change-$0.42 (-2.24%)
VolumeN/A
Net Assets481.15M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
MSCDX vs NAESX Comparison Chart in %
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MSCDX vs. NAESX commentary
Nov 14, 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 MSCDX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MSCDX (481M). NAESX pays higher dividends than MSCDX: NAESX (1.22) vs MSCDX (0.56). MSCDX was incepted earlier than NAESX: MSCDX (21 years) vs NAESX (65 years). MSCDX (0.76) is less costly to investors than NAESX (0.17). MSCDX is a more actively managed with annual turnover of: 40.00 vs. NAESX (13.00). MSCDX has a lower initial minimum investment than NAESX: MSCDX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. MSCDX (-7.12). NAESX return over 5 years is better than : 48.22 vs. MSCDX (19.03).
| MSCDX | NAESX | MSCDX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | 6.463 | 6.726 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 162B | 0% |
| Annual Yield % from dividends | 0.56 | 1.22 | 46% |
| Returns for 1 year | -7.12 | 1.42 | -500% |
| Returns for 3 years | 19.58 | 33.14 | 59% |
| Returns for 5 years | 19.03 | 48.22 | 39% |
| Returns for 10 years | 37.01 | 137.58 | 27% |
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