Interact to see
Advertisement
Advertisement
MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
MSCGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSCGX vs. NAESX commentary
Sep 10, 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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. MSCGX (1.64B). NAESX pays higher dividends than MSCGX: NAESX (1.20) vs MSCGX (0.87). MSCGX was incepted earlier than NAESX: MSCGX (20 years) vs NAESX (65 years). MSCGX (0.99) is less costly to investors than NAESX (0.17). MSCGX is a more actively managed with annual turnover of: 46.00 vs. NAESX (13.00). MSCGX has a lower initial minimum investment than NAESX: MSCGX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. MSCGX (3.93). NAESX return over 5 years is better than : 68.06 vs. MSCGX (19.05).
| MSCGX | NAESX | MSCGX / NAESX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | 5.888 | 6.625 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 161B | 1% |
| Annual Yield % from dividends | 0.87 | 1.20 | 72% |
| Returns for 1 year | 3.93 | 15.53 | 25% |
| Returns for 3 years | 10.76 | 32.39 | 33% |
| Returns for 5 years | 19.05 | 68.06 | 28% |
| Returns for 10 years | 8.69 | 133.63 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement