Interact to see
Advertisement
Advertisement
MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$25.60
Change+$0.26 (+1.03%)
VolumeN/A
Net Assets287.87M
Vanguard Small Cap Index Admiral Shares
Price$116.71
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
MOPAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MOPAX vs. VSMAX commentary
Jul 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. MOPAX (288M). VSMAX pays higher dividends than MOPAX: VSMAX (1.40) 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 : 4.38 vs. MOPAX (2.85). VSMAX return over 5 years is better than : 63.22 vs. MOPAX (19.79).
| 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 | 0.550 | 0.316 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 153B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 2.85 | 4.38 | 65% |
| Returns for 3 years | 30.53 | 36.03 | 85% |
| Returns for 5 years | 19.79 | 63.22 | 31% |
| Returns for 10 years | -3.70 | 105.44 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement