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MOPBX vs VTSAX
MOPBX vs VTSAX Comparison
Open Charts MOPBX vs VTSAX
NYLI WMC Enduring Capital
Price$34.38
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets541.18M
Vanguard Total Stock Mkt Idx Adm
Price$147.07
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
MOPBX vs VTSAX Comparison Chart
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MOPBX vs. VTSAX commentary
Jan 24, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MOPBX (541M). VTSAX pays higher dividends than MOPBX: VTSAX (1.35) vs MOPBX (0.15). MOPBX was incepted earlier than VTSAX: MOPBX (27 years) vs VTSAX (24 years). MOPBX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). MOPBX has a lower initial minimum investment than VTSAX: MOPBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.48 vs. MOPBX (14.22). VTSAX return over 5 years is better than : 81.50 vs. MOPBX (50.31).
| MOPBX | VTSAX | MOPBX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 4.403 | 4.283 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 1.78T | 0% |
| Annual Yield % from dividends | 0.15 | 1.35 | 11% |
| Returns for 1 year | 14.22 | 25.48 | 56% |
| Returns for 3 years | 19.24 | 36.41 | 53% |
| Returns for 5 years | 50.31 | 81.50 | 62% |
| Returns for 10 years | 88.52 | 195.70 | 45% |
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