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MOPCX vs VSMAX
MOPCX vs VSMAX Comparison
Open Charts MOPCX vs VSMAX
NYLI WMC Small Companies
Price$16.08
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets249.27M
Vanguard Small Cap Index Admiral Shares
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
MOPCX vs VSMAX Comparison Chart
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MOPCX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. MOPCX (249M). VSMAX pays higher dividends than MOPCX: VSMAX (1.52) vs MOPCX (0.00). MOPCX was incepted earlier than VSMAX: MOPCX (22 years) vs VSMAX (24 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 (12.00). 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 : -2.01 vs. MOPCX (-4.29). VSMAX return over 5 years is better than : 68.86 vs. MOPCX (5.13).
| 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 | 24 years | - |
| Gain YTD | -17.199 | -13.447 | 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 | 1.52 | - |
| Returns for 1 year | -4.29 | -2.01 | 214% |
| Returns for 3 years | -12.05 | 1.20 | -1,004% |
| Returns for 5 years | 5.13 | 68.86 | 7% |
| Returns for 10 years | -34.14 | 77.14 | -44% |
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