Ad is loading...
Ad is loading...
MOTBX vs VSMAX
MOTBX vs VSMAX Comparison
Open Charts MOTBX vs VSMAX
NYLI WMC Small Companies
Price$19.60
Change-$0.37 (-1.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
MOTBX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MOTBX vs. VSMAX commentary
Nov 18, 2024
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 MOTBX is a StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. MOTBX (305M). VSMAX pays higher dividends than MOTBX: VSMAX (1.42) vs MOTBX (0.00). MOTBX was incepted earlier than VSMAX: MOTBX (21 years) vs VSMAX (24 years). MOTBX is a more actively managed with annual turnover of: 86.00 vs. VSMAX (12.00). MOTBX has a lower initial minimum investment than VSMAX: MOTBX (1000) vs VSMAX (3000). MOTBX annual gain was more profitable for investors over the last year : 35.45 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. MOTBX (-6.47).
| MOTBX | VSMAX | MOTBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 17.225 | 15.803 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 35.45 | 30.28 | 117% |
| Returns for 3 years | -30.72 | 4.74 | -648% |
| Returns for 5 years | -6.47 | 55.62 | -12% |
| Returns for 10 years | -15.96 | 123.30 | -13% |