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MOINX vs VSMAX
MOINX vs VSMAX Comparison
Open Charts MOINX vs VSMAX
NYLI WMC Small Companies Investor Class
Price$24.48
Change+$0.21 (+0.87%)
VolumeN/A
Net Assets290.12M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
MOINX vs VSMAX Comparison Chart in %
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MOINX vs. VSMAX commentary
Jul 07, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MOINX (290M). VSMAX pays higher dividends than MOINX: VSMAX (1.40) vs MOINX (0.00). MOINX was incepted earlier than VSMAX: MOINX (17 years) vs VSMAX (25 years). MOINX (1.66) is less costly to investors than VSMAX (0.05). MOINX is a more actively managed with annual turnover of: 86.00 vs. VSMAX (13.00). MOINX has a lower initial minimum investment than VSMAX: MOINX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. MOINX (9.97). VSMAX return over 5 years is better than : 69.54 vs. MOINX (19.89).
| MOINX | VSMAX | MOINX / VSMAX | |
| Total Expense Ratio | 1.48 | 0.05 | 2,960% |
| Annual Report Gross Expense Ratio | 1.66 | 0.05 | 3,320% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -0.366 | 1.447 | -25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 9.97 | 12.25 | 81% |
| Returns for 3 years | 27.68 | 37.95 | 73% |
| Returns for 5 years | 19.89 | 69.54 | 29% |
| Returns for 10 years | -7.80 | 109.34 | -7% |