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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$21.41
Change+$0.26 (+1.23%)
VolumeN/A
Net Assets247.41M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
MOPAX vs VSMAX Comparison Chart
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MOPAX vs. VSMAX commentary
Apr 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. MOPAX (247M). VSMAX pays higher dividends than MOPAX: VSMAX (1.52) vs MOPAX (0.19). MOPAX was incepted earlier than VSMAX: MOPAX (21 years) vs VSMAX (24 years). MOPAX (1.21) is less costly to investors than VSMAX (0.05). 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 : -1.36 vs. VSMAX (-2.40). VSMAX return over 5 years is better than : 66.89 vs. MOPAX (19.64).
| MOPAX | VSMAX | MOPAX / VSMAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -15.907 | -14.455 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 143B | 0% |
| Annual Yield % from dividends | 0.19 | 1.52 | 12% |
| Returns for 1 year | -1.36 | -2.40 | 57% |
| Returns for 3 years | -7.78 | 0.56 | -1,396% |
| Returns for 5 years | 19.64 | 66.89 | 29% |
| Returns for 10 years | -19.28 | 73.68 | -26% |
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