Interact to see
Advertisement
Advertisement
MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$25.60
Change+$0.26 (+1.03%)
VolumeN/A
Net Assets287.87M
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
MOPAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MOPAX vs. NAESX commentary
Jul 18, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MOPAX (288M). NAESX pays higher dividends than MOPAX: NAESX (1.28) 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 : 4.35 vs. MOPAX (2.85). NAESX return over 5 years is better than : 63.03 vs. MOPAX (19.79).
| 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 | 0.550 | 0.302 | 182% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 153B | 0% |
| Annual Yield % from dividends | 0.18 | 1.28 | 14% |
| Returns for 1 year | 2.85 | 4.35 | 65% |
| Returns for 3 years | 30.53 | 35.91 | 85% |
| Returns for 5 years | 19.79 | 63.03 | 31% |
| Returns for 10 years | -3.70 | 104.94 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement