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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$24.11
Change+$0.39 (+1.64%)
VolumeN/A
Net Assets268.86M
Vanguard Small Cap Index Admiral Shares
Price$113.18
Change+$1.25 (+1.12%)
VolumeN/A
Net Assets147.56B
MOPAX vs VSMAX Comparison Chart in %
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MOPAX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MOPAX (269M). VSMAX pays higher dividends than MOPAX: VSMAX (1.48) vs MOPAX (0.19). MOPAX was incepted earlier than VSMAX: MOPAX (21 years) vs VSMAX (25 years). MOPAX (1.21) is less costly to investors than VSMAX (0.05). MOPAX is a more actively managed with annual turnover of: 96.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than MOPAX: VSMAX (3000) vs MOPAX (15000). VSMAX annual gain was more profitable for investors over the last year : 6.48 vs. MOPAX (4.16). VSMAX return over 5 years is better than : 65.77 vs. MOPAX (17.89).
| 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 | 25 years | - |
| Gain YTD | -6.834 | -3.573 | 191% |
| 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 | 1.48 | 13% |
| Returns for 1 year | 4.16 | 6.48 | 64% |
| Returns for 3 years | 19.04 | 28.40 | 67% |
| Returns for 5 years | 17.89 | 65.77 | 27% |
| Returns for 10 years | -12.94 | 94.52 | -14% |
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