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MOPBX
Price
$35.90
Change
+$0.43 (+1.21%)
Updated
Nov 22 closing price
VTSMX
Price
$144.34
Change
+$0.77 (+0.54%)
Updated
Nov 22 closing price
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MOPBX vs VTSMX

Header iconMOPBX vs VTSMX Comparison
Open Charts MOPBX vs VTSMXBanner chart's image
NYLI WMC Enduring Capital
Price$35.90
Change+$0.43 (+1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
MOPBX vs VTSMX Comparison Chart
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VS
MOPBX vs. VTSMX commentary
Nov 23, 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 Buy and VTSMX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MOPBX (577M). VTSMX pays higher dividends than MOPBX: VTSMX (1.26) vs MOPBX (0.15). MOPBX was incepted earlier than VTSMX: MOPBX (26 years) vs VTSMX (33 years). MOPBX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). MOPBX has a lower initial minimum investment than VTSMX: MOPBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.17 vs. MOPBX (26.34). VTSMX return over 5 years is better than : 87.20 vs. MOPBX (54.72).
MOPBXVTSMXMOPBX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence26 years33 years-
Gain YTD18.11524.40274%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets577M1.73T0%
Annual Yield % from dividends0.151.2612%
Returns for 1 year26.3431.1785%
Returns for 3 years6.5023.1128%
Returns for 5 years54.7287.2063%
Returns for 10 years93.65187.9750%
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