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MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$30.28
Change+$0.24 (+0.80%)
VolumeN/A
Net Assets959.6M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
MSMIX vs VIVAX Comparison Chart
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MSMIX vs. VIVAX commentary
Apr 03, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. MSMIX (960M). VIVAX pays higher dividends than MSMIX: VIVAX (2.14) vs MSMIX (1.12). MSMIX was incepted earlier than VIVAX: MSMIX (17 years) vs VIVAX (32 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 (10.00). 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 : 7.07 vs. MSMIX (5.23). VIVAX return over 5 years is better than : 100.53 vs. MSMIX (7.85).
| 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 | 32 years | - |
| Gain YTD | 3.134 | 1.843 | 170% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 960M | 195B | 0% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 5.23 | 7.07 | 74% |
| Returns for 3 years | 5.29 | 16.40 | 32% |
| Returns for 5 years | 7.85 | 100.53 | 8% |
| Returns for 10 years | -28.53 | 107.12 | -27% |
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