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MOPCX vs VSMAX
MOPCX vs VSMAX Comparison
Open Charts MOPCX vs VSMAX
NYLI WMC Small Companies
Price$18.86
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets276.36M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
MOPCX vs VSMAX Comparison Chart in %
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MOPCX vs. VSMAX commentary
Aug 08, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. MOPCX (276M). VSMAX pays higher dividends than MOPCX: VSMAX (1.37) vs MOPCX (0.00). MOPCX was incepted earlier than VSMAX: MOPCX (23 years) vs VSMAX (25 years). MOPCX (2.41) is less costly to investors than VSMAX (0.05). MOPCX is a more actively managed with annual turnover of: 96.00 vs. VSMAX (13.00). MOPCX has a lower initial minimum investment than VSMAX: MOPCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.37 vs. MOPCX (8.83). VSMAX return over 5 years is better than : 54.82 vs. MOPCX (-2.67).
| MOPCX | VSMAX | MOPCX / VSMAX | |
| Total Expense Ratio | 2.23 | 0.05 | 4,460% |
| Annual Report Gross Expense Ratio | 2.41 | 0.05 | 4,820% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -2.884 | 0.360 | -801% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 8.83 | 12.37 | 71% |
| Returns for 3 years | 10.62 | 22.81 | 47% |
| Returns for 5 years | -2.67 | 54.82 | -5% |
| Returns for 10 years | -22.54 | 108.10 | -21% |
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