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MSCGX vs NAESX
MSCGX vs NAESX Comparison
Open Charts MSCGX vs NAESX
Mercer US Small/Mid Cap Equity Y3
Price$11.30
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets1.76B
Vanguard Small Cap Index I
Price$125.81
Change-$1.72 (-1.35%)
VolumeN/A
Net Assets163.34B
MSCGX vs NAESX Comparison Chart in %
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MSCGX vs. NAESX commentary
Dec 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 MSCGX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. MSCGX (1.76B). NAESX pays higher dividends than MSCGX: NAESX (1.21) vs MSCGX (0.85). 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 : 4.21 vs. MSCGX (-11.74). NAESX return over 5 years is better than : 42.60 vs. MSCGX (-4.06).
| 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 | 1.873 | 10.991 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 163B | 1% |
| Annual Yield % from dividends | 0.85 | 1.21 | 71% |
| Returns for 1 year | -11.74 | 4.21 | -279% |
| Returns for 3 years | 7.54 | 41.52 | 18% |
| Returns for 5 years | -4.06 | 42.60 | -10% |
| Returns for 10 years | 10.07 | 152.64 | 7% |
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