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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$25.50
Change-$1.11 (-4.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
MOPAX vs VSMAX Comparison Chart
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MOPAX vs. VSMAX commentary
Dec 19, 2024
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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. MOPAX (310M). VSMAX pays higher dividends than MOPAX: VSMAX (1.42) vs MOPAX (0.13). MOPAX was incepted earlier than VSMAX: MOPAX (21 years) vs VSMAX (24 years). MOPAX is a more actively managed with annual turnover of: 86.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than MOPAX: VSMAX (3000) vs MOPAX (15000). MOPAX annual gain was more profitable for investors over the last year : 27.89 vs. VSMAX (19.58). VSMAX return over 5 years is better than : 53.97 vs. MOPAX (4.84).
| MOPAX | VSMAX | MOPAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 22.709 | 18.049 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 167B | 0% |
| Annual Yield % from dividends | 0.13 | 1.42 | 9% |
| Returns for 1 year | 27.89 | 19.58 | 142% |
| Returns for 3 years | 13.24 | 15.80 | 84% |
| Returns for 5 years | 4.84 | 53.97 | 9% |
| Returns for 10 years | 4.34 | 125.00 | 3% |