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MOPIX vs NAESX
MOPIX vs NAESX Comparison
Open Charts MOPIX vs NAESX
NYLI WMC Small Companies
Price$27.93
Change-$0.29 (-1.03%)
VolumeN/A
Net Assets295.77M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
MOPIX vs NAESX Comparison Chart in %
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MOPIX vs. NAESX commentary
Oct 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 MOPIX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MOPIX (296M). NAESX pays higher dividends than MOPIX: NAESX (1.23) vs MOPIX (0.37). MOPIX was incepted earlier than NAESX: MOPIX (39 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: 96.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than MOPIX: NAESX (3000) vs MOPIX (1000000). MOPIX annual gain was more profitable for investors over the last year : 11.50 vs. NAESX (10.42). NAESX return over 5 years is better than : 58.94 vs. MOPIX (15.03).
| MOPIX | NAESX | MOPIX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 39 years | 65 years | - |
| Gain YTD | 4.372 | 7.684 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 162B | 0% |
| Annual Yield % from dividends | 0.37 | 1.23 | 30% |
| Returns for 1 year | 11.50 | 10.42 | 110% |
| Returns for 3 years | 41.64 | 48.54 | 86% |
| Returns for 5 years | 15.03 | 58.94 | 26% |
| Returns for 10 years | 6.95 | 133.72 | 5% |
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