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MOINX vs VRTIX
MOINX vs VRTIX Comparison
Open Charts MOINX vs VRTIX
NYLI WMC Small Companies Investor Class
Price$29.47
Change+$3.95 (+15.48%)
VolumeN/A
Net Assets325.3M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
MOINX vs VRTIX Comparison Chart in %
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MOINX vs. VRTIX commentary
Feb 05, 2026
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 MOINX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. MOINX (325M). VRTIX pays higher dividends than MOINX: VRTIX (1.19) vs MOINX (0.00). MOINX was incepted earlier than VRTIX: MOINX (18 years) vs VRTIX (15 years). MOINX (1.66) is less costly to investors than VRTIX (0.07). MOINX is a more actively managed with annual turnover of: 77.00 vs. VRTIX (14.00). MOINX has a lower initial minimum investment than VRTIX: MOINX (1000) vs VRTIX (5000000). VRTIX (17.71) and MOINX (16.90) have marching annual gain over last year. VRTIX return over 5 years is better than : 22.38 vs. MOINX (-3.52).
| MOINX | VRTIX | MOINX / VRTIX | |
| Total Expense Ratio | 1.48 | 0.07 | 2,114% |
| Annual Report Gross Expense Ratio | 1.66 | 0.07 | 2,371% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 6.969 | 6.757 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 14.3B | 2% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | 16.90 | 17.71 | 95% |
| Returns for 3 years | 35.74 | 35.16 | 102% |
| Returns for 5 years | -3.52 | 22.38 | -16% |
| Returns for 10 years | 33.78 | 180.76 | 19% |
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