MOPBX
Price
$34.97
Change
+$0.21 (+0.60%)
Updated
Feb 18 closing price
Net Assets
543.53M
VSMPX
Price
$270.23
Change
-$5.12 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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MOPBX vs VSMPX

Header iconMOPBX vs VSMPX Comparison
Open Charts MOPBX vs VSMPXBanner chart's image
NYLI WMC Enduring Capital
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets543.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
MOPBX vs VSMPX Comparison Chart
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VS
MOPBX vs. VSMPX commentary
Feb 23, 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 MOPBX is a StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. MOPBX (544M). VSMPX pays higher dividends than MOPBX: VSMPX (1.36) vs MOPBX (0.15). MOPBX was incepted earlier than VSMPX: MOPBX (27 years) vs VSMPX (10 years). MOPBX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). MOPBX has a lower initial minimum investment than VSMPX: MOPBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.62 vs. MOPBX (11.09). VSMPX return over 5 years is better than : 74.89 vs. MOPBX (51.43).
MOPBXVSMPXMOPBX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years10 years-
Gain YTD6.1952.135290%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets544M1.84T0%
Annual Yield % from dividends0.151.3611%
Returns for 1 year11.0917.6263%
Returns for 3 years26.0936.8371%
Returns for 5 years51.4374.8969%
Returns for 10 years86.55N/A-
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