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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.75
Change+$0.14 (+1.21%)
VolumeN/A
Net Assets1.6B
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
MSCGX vs NAESX Comparison Chart in %
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MSCGX vs. NAESX commentary
Oct 21, 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: 162B vs. MSCGX (1.6B). NAESX pays higher dividends than MSCGX: NAESX (1.23) 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 : 4.92 vs. MSCGX (-6.17). NAESX return over 5 years is better than : 55.28 vs. MSCGX (8.59).
| 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 | 3.568 | 5.577 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 162B | 1% |
| Annual Yield % from dividends | 0.87 | 1.23 | 71% |
| Returns for 1 year | -6.17 | 4.92 | -125% |
| Returns for 3 years | 15.80 | 41.91 | 38% |
| Returns for 5 years | 8.59 | 55.28 | 16% |
| Returns for 10 years | 8.93 | 130.16 | 7% |
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