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MOPCX vs NAESX
MOPCX vs NAESX Comparison
Open Charts MOPCX vs NAESX
NYLI WMC Small Companies
Price$20.07
Change-$0.20 (-0.99%)
VolumeN/A
Net Assets295.77M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
MOPCX vs NAESX Comparison Chart in %
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MOPCX vs. NAESX commentary
Oct 09, 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 MOPCX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MOPCX (296M). NAESX pays higher dividends than MOPCX: NAESX (1.23) vs MOPCX (0.00). MOPCX was incepted earlier than NAESX: MOPCX (23 years) vs NAESX (65 years). MOPCX (2.41) is less costly to investors than NAESX (0.17). MOPCX is a more actively managed with annual turnover of: 96.00 vs. NAESX (13.00). MOPCX has a lower initial minimum investment than NAESX: MOPCX (1000) vs NAESX (3000). NAESX (10.42) and MOPCX (10.09) have marching annual gain over last year. NAESX return over 5 years is better than : 58.94 vs. MOPCX (-0.09).
| MOPCX | NAESX | MOPCX / NAESX | |
| Total Expense Ratio | 2.23 | 0.17 | 1,312% |
| Annual Report Gross Expense Ratio | 2.41 | 0.17 | 1,418% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 3.347 | 7.684 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 10.09 | 10.42 | 97% |
| Returns for 3 years | 36.41 | 48.54 | 75% |
| Returns for 5 years | -0.09 | 58.94 | -0% |
| Returns for 10 years | -15.37 | 133.72 | -11% |
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