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MOTBX vs VSMAX
MOTBX vs VSMAX Comparison
Open Charts MOTBX vs VSMAX
NYLI WMC Small Companies
Price$20.31
Change-$0.18 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
MOTBX vs VSMAX Comparison Chart
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MOTBX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. MOTBX (318M). 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 : 26.54 vs. VSMAX (19.58). VSMAX return over 5 years is better than : 53.97 vs. MOTBX (-6.76).
| 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 | 21.471 | 18.049 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 26.54 | 19.58 | 136% |
| Returns for 3 years | 9.84 | 15.80 | 62% |
| Returns for 5 years | -6.76 | 53.97 | -13% |
| Returns for 10 years | -14.29 | 125.00 | -11% |
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