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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$24.48
Change-$0.18 (-0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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MOPAX vs VSMAX Comparison Chart
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MOPAX vs. VSMAX commentary
Sep 22, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. MOPAX (306M). 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 (26.06) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. MOPAX (3.18).
| 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 | 12.707 | 10.898 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 149B | 0% |
| Annual Yield % from dividends | 0.13 | 1.42 | 9% |
| Returns for 1 year | 26.06 | 25.54 | 102% |
| Returns for 3 years | -17.13 | 8.91 | -192% |
| Returns for 5 years | 3.18 | 53.45 | 6% |
| Returns for 10 years | 1.60 | 121.55 | 1% |
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