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MOPCX vs NAESX
MOPCX vs NAESX Comparison
Open Charts MOPCX vs NAESX
NYLI WMC Small Companies
Price$18.07
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets270.85M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
MOPCX vs NAESX Comparison Chart
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MOPCX vs. NAESX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MOPCX (271M). NAESX pays higher dividends than MOPCX: NAESX (1.35) 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 : 5.13 vs. MOPCX (0.84). NAESX return over 5 years is better than : 52.20 vs. MOPCX (-2.84).
| 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 | -6.952 | -4.086 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 0.84 | 5.13 | 16% |
| Returns for 3 years | 4.59 | 16.63 | 28% |
| Returns for 5 years | -2.84 | 52.20 | -5% |
| Returns for 10 years | -26.79 | 96.08 | -28% |