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MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$31.94
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets959.83M
Vanguard Value Index I
Price$71.93
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets202.84B
MSMIX vs VIVAX Comparison Chart in %
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MSMIX vs. VIVAX commentary
Sep 17, 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: 203B vs. MSMIX (960M). VIVAX pays higher dividends than MSMIX: VIVAX (1.99) vs MSMIX (1.06). MSMIX was incepted earlier than VIVAX: MSMIX (18 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 : 6.92 vs. MSMIX (3.86). VIVAX return over 5 years is better than : 72.48 vs. MSMIX (-17.57).
| MSMIX | VIVAX | MSMIX / VIVAX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 8.787 | 9.041 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 960M | 203B | 0% |
| Annual Yield % from dividends | 1.06 | 1.99 | 53% |
| Returns for 1 year | 3.86 | 6.92 | 56% |
| Returns for 3 years | 20.49 | 38.47 | 53% |
| Returns for 5 years | -17.57 | 72.48 | -24% |
| Returns for 10 years | -18.11 | 138.07 | -13% |
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