Ad is loading...
MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$30.52
Change-$0.38 (-1.23%)
VolumeN/A
Net Assets990.24M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
MSMIX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSMIX vs. VIVAX 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 MSMIX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. MSMIX (990M). VIVAX pays higher dividends than MSMIX: VIVAX (2.25) vs MSMIX (1.08). MSMIX was incepted earlier than VIVAX: MSMIX (17 years) vs VIVAX (32 years). MSMIX is a more actively managed with annual turnover of: 29.00 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 : 13.43 vs. MSMIX (9.10). VIVAX return over 5 years is better than : 47.22 vs. MSMIX (-25.59).
| MSMIX | VIVAX | MSMIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 3.951 | 4.148 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 990M | 193B | 1% |
| Annual Yield % from dividends | 1.08 | 2.25 | 48% |
| Returns for 1 year | 9.10 | 13.43 | 68% |
| Returns for 3 years | 9.02 | 23.92 | 38% |
| Returns for 5 years | -25.59 | 47.22 | -54% |
| Returns for 10 years | -29.43 | 105.56 | -28% |
View a ticker or compare two or three
VS
VS
Ad is loading...