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MOPIX vs VSMAX
MOPIX vs VSMAX Comparison
Open Charts MOPIX vs VSMAX
NYLI WMC Small Companies
Price$22.94
Change+$1.85 (+8.77%)
VolumeN/A
Net Assets255.47M
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
MOPIX vs VSMAX Comparison Chart
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MOPIX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. MOPIX (255M). VSMAX pays higher dividends than MOPIX: VSMAX (1.52) vs MOPIX (0.43). MOPIX was incepted earlier than VSMAX: MOPIX (38 years) vs VSMAX (24 years). MOPIX (0.96) is less costly to investors than VSMAX (0.05). MOPIX is a more actively managed with annual turnover of: 86.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than MOPIX: VSMAX (3000) vs MOPIX (1000000). VSMAX (-13.67) and MOPIX (-13.85) have marching annual gain over last year. VSMAX return over 5 years is better than : 56.52 vs. MOPIX (13.31).
| MOPIX | VSMAX | MOPIX / VSMAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | -21.188 | -19.288 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 143B | 0% |
| Annual Yield % from dividends | 0.43 | 1.52 | 28% |
| Returns for 1 year | -13.85 | -13.67 | 101% |
| Returns for 3 years | -12.75 | -5.11 | 249% |
| Returns for 5 years | 13.31 | 56.52 | 24% |
| Returns for 10 years | -22.17 | 63.59 | -35% |
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