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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.71
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.76B
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
MSCGX vs NAESX Comparison Chart in %
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MSCGX vs. NAESX commentary
Jan 15, 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 MSCGX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MSCGX (1.76B). NAESX pays higher dividends than MSCGX: NAESX (1.22) vs MSCGX (1.01). 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 : 12.98 vs. MSCGX (3.83). NAESX return over 5 years is better than : 34.90 vs. MSCGX (-5.69).
| 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 | 5.495 | 5.883 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 162B | 1% |
| Annual Yield % from dividends | 1.01 | 1.22 | 83% |
| Returns for 1 year | 3.83 | 12.98 | 29% |
| Returns for 3 years | 16.07 | 40.70 | 39% |
| Returns for 5 years | -5.69 | 34.90 | -16% |
| Returns for 10 years | 32.47 | 185.16 | 18% |
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