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MOPBX vs VTSMX
MOPBX vs VTSMX Comparison
Open Charts MOPBX vs VTSMX
NYLI WMC Enduring Capital
Price$35.43
Change+$0.10 (+0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
MOPBX vs VTSMX Comparison Chart
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MOPBX vs. VTSMX commentary
Nov 14, 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 Buy.
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 : 36.46 vs. MOPBX (30.87). VTSMX return over 5 years is better than : 89.01 vs. MOPBX (54.64).
| MOPBX | VTSMX | MOPBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 17.649 | 24.948 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 1.73T | 0% |
| Annual Yield % from dividends | 0.15 | 1.26 | 12% |
| Returns for 1 year | 30.87 | 36.46 | 85% |
| Returns for 3 years | 5.48 | 22.89 | 24% |
| Returns for 5 years | 54.64 | 89.01 | 61% |
| Returns for 10 years | 96.09 | 193.59 | 50% |
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