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MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$30.65
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets931.95M
Vanguard Value Index I
Price$69.05
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
MSMIX vs VIVAX Comparison Chart in %
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MSMIX vs. VIVAX commentary
Jul 18, 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 MSMIX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. MSMIX (932M). VIVAX pays higher dividends than MSMIX: VIVAX (2.06) vs MSMIX (1.09). MSMIX was incepted earlier than VIVAX: MSMIX (17 years) vs VIVAX (33 years). MSMIX (1.27) is less costly to investors than VIVAX (0.17). MSMIX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). MSMIX has a lower initial minimum investment than VIVAX: MSMIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.39 vs. MSMIX (1.93). VIVAX return over 5 years is better than : 70.22 vs. MSMIX (-17.86).
| MSMIX | VIVAX | MSMIX / VIVAX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 4.394 | 4.089 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 195B | 0% |
| Annual Yield % from dividends | 1.09 | 2.06 | 53% |
| Returns for 1 year | 1.93 | 5.39 | 36% |
| Returns for 3 years | 17.25 | 33.38 | 52% |
| Returns for 5 years | -17.86 | 70.22 | -25% |
| Returns for 10 years | -29.38 | 107.11 | -27% |
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