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MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$24.11
Change+$0.39 (+1.64%)
VolumeN/A
Net Assets268.86M
Vanguard Small Cap Index I
Price$113.14
Change+$1.24 (+1.11%)
VolumeN/A
Net Assets147.56B
MOPAX vs NAESX Comparison Chart in %
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MOPAX vs. NAESX commentary
Jun 25, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MOPAX (269M). NAESX pays higher dividends than MOPAX: NAESX (1.35) vs MOPAX (0.19). MOPAX was incepted earlier than NAESX: MOPAX (21 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 : 6.44 vs. MOPAX (4.16). NAESX return over 5 years is better than : 65.53 vs. MOPAX (17.89).
| MOPAX | NAESX | MOPAX / NAESX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -6.834 | -3.607 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.35 | 14% |
| Returns for 1 year | 4.16 | 6.44 | 65% |
| Returns for 3 years | 19.04 | 28.26 | 67% |
| Returns for 5 years | 17.89 | 65.53 | 27% |
| Returns for 10 years | -12.94 | 94.00 | -14% |
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