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MOINX vs VRTIX
MOINX vs VRTIX Comparison
Open Charts MOINX vs VRTIX
NYLI WMC Small Companies Investor Class
Price$27.54
Change+$0.41 (+1.51%)
VolumeN/A
Net Assets300.98M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
MOINX vs VRTIX Comparison Chart in %
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MOINX vs. VRTIX commentary
Dec 04, 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 MOINX is a StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. MOINX (301M). VRTIX pays higher dividends than MOINX: VRTIX (1.17) 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: 96.00 vs. VRTIX (12.00). MOINX has a lower initial minimum investment than VRTIX: MOINX (1000) vs VRTIX (5000000). MOINX annual gain was more profitable for investors over the last year : 2.61 vs. VRTIX (1.83). VRTIX return over 5 years is better than : 35.85 vs. MOINX (5.09).
| 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 | 10.460 | 11.294 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 13.9B | 2% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 2.61 | 1.83 | 143% |
| Returns for 3 years | 30.41 | 32.06 | 95% |
| Returns for 5 years | 5.09 | 35.85 | 14% |
| Returns for 10 years | 5.25 | 118.08 | 4% |
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