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MOTBX vs VSMAX
MOTBX vs VSMAX Comparison
Open Charts MOTBX vs VSMAX
NYLI WMC Small Companies
Price$19.72
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets302.15M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MOTBX vs VSMAX Comparison Chart
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MOTBX vs. VSMAX commentary
Jan 19, 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: 155B vs. MOTBX (302M). 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 : 23.71 vs. VSMAX (21.26). VSMAX return over 5 years is better than : 48.99 vs. MOTBX (-9.80).
| 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 | 1.493 | 3.369 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 23.71 | 21.26 | 112% |
| Returns for 3 years | 4.86 | 17.25 | 28% |
| Returns for 5 years | -9.80 | 48.99 | -20% |
| Returns for 10 years | -13.69 | 127.10 | -11% |
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