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MOPCX vs VSMAX
MOPCX vs VSMAX Comparison
Open Charts MOPCX vs VSMAX
NYLI WMC Small Companies
Price$18.07
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets270.85M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
MOPCX vs VSMAX Comparison Chart
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MOPCX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MOPCX (271M). VSMAX pays higher dividends than MOPCX: VSMAX (1.48) vs MOPCX (0.00). MOPCX was incepted earlier than VSMAX: MOPCX (22 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: 86.00 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 : 5.16 vs. MOPCX (0.84). VSMAX return over 5 years is better than : 52.39 vs. MOPCX (-2.84).
| 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 | 22 years | 25 years | - |
| Gain YTD | -6.952 | -4.060 | 171% |
| 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 | 1.48 | - |
| Returns for 1 year | 0.84 | 5.16 | 16% |
| Returns for 3 years | 4.59 | 16.71 | 27% |
| Returns for 5 years | -2.84 | 52.39 | -5% |
| Returns for 10 years | -26.79 | 96.62 | -28% |
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