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MOTBX vs VSMAX
MOTBX vs VSMAX Comparison
Open Charts MOTBX vs VSMAX
NYLI WMC Small Companies
Price$20.51
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets308.71M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
MOTBX vs VSMAX Comparison Chart
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MOTBX vs. VSMAX commentary
Feb 23, 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 MOTBX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. MOTBX (309M). 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 : 20.29 vs. VSMAX (11.25). VSMAX return over 5 years is better than : 44.48 vs. MOTBX (-3.84).
| 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 | 5.558 | -0.304 | -1,829% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 20.29 | 11.25 | 180% |
| Returns for 3 years | 14.47 | 18.86 | 77% |
| Returns for 5 years | -3.84 | 44.48 | -9% |
| Returns for 10 years | -15.21 | 105.78 | -14% |
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