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MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$25.03
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets278.53M
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
MOPAX vs NAESX Comparison Chart in %
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MOPAX vs. NAESX commentary
Aug 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 MOPAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. MOPAX (279M). NAESX pays higher dividends than MOPAX: NAESX (1.25) vs MOPAX (0.18). MOPAX was incepted earlier than NAESX: MOPAX (22 years) vs NAESX (65 years). MOPAX (1.21) is less costly to investors than NAESX (0.17). MOPAX is a more actively managed with annual turnover of: 96.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than MOPAX: NAESX (3000) vs MOPAX (15000). NAESX annual gain was more profitable for investors over the last year : 9.46 vs. MOPAX (8.48). NAESX return over 5 years is better than : 54.21 vs. MOPAX (10.09).
| MOPAX | NAESX | MOPAX / NAESX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -1.689 | 0.067 | -2,524% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 154B | 0% |
| Annual Yield % from dividends | 0.18 | 1.25 | 14% |
| Returns for 1 year | 8.48 | 9.46 | 90% |
| Returns for 3 years | 16.86 | 23.97 | 70% |
| Returns for 5 years | 10.09 | 54.21 | 19% |
| Returns for 10 years | -4.27 | 108.86 | -4% |
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