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MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$26.57
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets307.7M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
MOPAX vs NAESX Comparison Chart
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MOPAX vs. NAESX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. MOPAX (308M). NAESX pays higher dividends than MOPAX: NAESX (1.31) vs MOPAX (0.13). MOPAX was incepted earlier than NAESX: MOPAX (21 years) vs NAESX (64 years). MOPAX is a more actively managed with annual turnover of: 86.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than MOPAX: NAESX (3000) vs MOPAX (15000). MOPAX annual gain was more profitable for investors over the last year : 25.71 vs. NAESX (20.30). NAESX return over 5 years is better than : 55.79 vs. MOPAX (10.23).
| MOPAX | NAESX | MOPAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 64 years | - |
| Gain YTD | 4.360 | 3.621 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 155B | 0% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 25.71 | 20.30 | 127% |
| Returns for 3 years | 17.16 | 20.81 | 82% |
| Returns for 5 years | 10.23 | 55.79 | 18% |
| Returns for 10 years | 7.03 | 124.23 | 6% |
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