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MOPIX vs NAESX
MOPIX vs NAESX Comparison
Open Charts MOPIX vs NAESX
NYLI WMC Small Companies
Price$22.94
Change+$1.85 (+8.77%)
VolumeN/A
Net Assets234.83M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
MOPIX vs NAESX Comparison Chart
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MOPIX vs. NAESX commentary
Apr 11, 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 MOPIX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. MOPIX (235M). NAESX pays higher dividends than MOPIX: NAESX (1.39) vs MOPIX (0.43). MOPIX was incepted earlier than NAESX: MOPIX (38 years) vs NAESX (65 years). MOPIX (0.96) is less costly to investors than NAESX (0.17). MOPIX is a more actively managed with annual turnover of: 86.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than MOPIX: NAESX (3000) vs MOPIX (1000000). NAESX (-13.70) and MOPIX (-13.85) have marching annual gain over last year. NAESX return over 5 years is better than : 56.35 vs. MOPIX (13.31).
| MOPIX | NAESX | MOPIX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 38 years | 65 years | - |
| Gain YTD | -21.188 | -19.296 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 143B | 0% |
| Annual Yield % from dividends | 0.43 | 1.39 | 31% |
| Returns for 1 year | -13.85 | -13.70 | 101% |
| Returns for 3 years | -12.75 | -5.18 | 246% |
| Returns for 5 years | 13.31 | 56.35 | 24% |
| Returns for 10 years | -22.17 | 63.14 | -35% |
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