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MOPCX vs NAESX
MOPCX vs NAESX Comparison
Open Charts MOPCX vs NAESX
NYLI WMC Small Companies
Price$17.56
Change+$0.44 (+2.57%)
VolumeN/A
Net Assets262.38M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
MOPCX vs NAESX Comparison Chart
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MOPCX vs. NAESX commentary
May 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. MOPCX (262M). NAESX pays higher dividends than MOPCX: NAESX (1.43) 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 (13.00). 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 : -0.80 vs. MOPCX (-3.00). NAESX return over 5 years is better than : 64.48 vs. MOPCX (3.28).
| 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 | -11.843 | -8.744 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -3.00 | -0.80 | 376% |
| Returns for 3 years | 2.00 | 14.78 | 14% |
| Returns for 5 years | 3.28 | 64.48 | 5% |
| Returns for 10 years | -29.31 | 87.13 | -34% |
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