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MOPCX vs VSMAX
MOPCX vs VSMAX Comparison
Open Charts MOPCX vs VSMAX
NYLI WMC Small Companies
Price$17.56
Change+$0.44 (+2.57%)
VolumeN/A
Net Assets262.38M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
MOPCX vs VSMAX Comparison Chart
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MOPCX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. MOPCX (262M). VSMAX pays higher dividends than MOPCX: VSMAX (1.56) 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 : -0.07 vs. MOPCX (-3.00). VSMAX return over 5 years is better than : 65.26 vs. MOPCX (3.28).
| 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 | -11.843 | -8.397 | 141% |
| 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 | 1.56 | - |
| Returns for 1 year | -3.00 | -0.07 | 4,170% |
| Returns for 3 years | 2.00 | 20.37 | 10% |
| Returns for 5 years | 3.28 | 65.26 | 5% |
| Returns for 10 years | -29.31 | 88.31 | -33% |
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