Ad is loading...
MOPCX vs NAESX
MOPCX vs NAESX Comparison
Open Charts MOPCX vs NAESX
NYLI WMC Small Companies
Price$16.08
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets249.27M
Vanguard Small Cap Index I
Price$98.41
Change-$1.16 (-1.17%)
VolumeN/A
Net Assets143.36B
MOPCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MOPCX vs. NAESX commentary
Apr 18, 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: 143B vs. MOPCX (249M). NAESX pays higher dividends than MOPCX: NAESX (1.39) vs MOPCX (0.00). MOPCX was incepted earlier than NAESX: MOPCX (22 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: 86.00 vs. NAESX (12.00). MOPCX has a lower initial minimum investment than NAESX: MOPCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.03 vs. MOPCX (-4.29). NAESX return over 5 years is better than : 68.67 vs. MOPCX (5.13).
| 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 | 22 years | 65 years | - |
| Gain YTD | -17.199 | -13.455 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -4.29 | -2.03 | 211% |
| Returns for 3 years | -12.05 | 1.12 | -1,076% |
| Returns for 5 years | 5.13 | 68.67 | 7% |
| Returns for 10 years | -34.14 | 76.65 | -45% |
View a ticker or compare two or three
VS
VS
Ad is loading...