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MOPBX vs VTSAX
MOPBX vs VTSAX Comparison
Open Charts MOPBX vs VTSAX
NYLI WMC Enduring Capital
Price$33.49
Change+$0.25 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.66
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
MOPBX vs VTSAX Comparison Chart
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MOPBX vs. VTSAX commentary
Dec 25, 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 MOPBX is a Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. MOPBX (536M). 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 : 24.75 vs. MOPBX (11.31). VTSAX return over 5 years is better than : 81.12 vs. MOPBX (47.65).
| 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 | 10.689 | 24.395 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 1.84T | 0% |
| Annual Yield % from dividends | 0.15 | 1.35 | 11% |
| Returns for 1 year | 11.31 | 24.75 | 46% |
| Returns for 3 years | 8.77 | 23.32 | 38% |
| Returns for 5 years | 47.65 | 81.12 | 59% |
| Returns for 10 years | 80.59 | 185.34 | 43% |
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