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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$25.03
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets278.53M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
MOPAX vs VSMAX Comparison Chart in %
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MOPAX vs. VSMAX commentary
Aug 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. MOPAX (279M). VSMAX pays higher dividends than MOPAX: VSMAX (1.37) vs MOPAX (0.18). MOPAX was incepted earlier than VSMAX: MOPAX (22 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 : 9.49 vs. MOPAX (8.48). VSMAX return over 5 years is better than : 54.40 vs. MOPAX (10.09).
| 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 | 22 years | 25 years | - |
| Gain YTD | -1.689 | 0.090 | -1,870% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 154B | 0% |
| Annual Yield % from dividends | 0.18 | 1.37 | 13% |
| Returns for 1 year | 8.48 | 9.49 | 89% |
| Returns for 3 years | 16.86 | 24.07 | 70% |
| Returns for 5 years | 10.09 | 54.40 | 19% |
| Returns for 10 years | -4.27 | 109.39 | -4% |
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