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MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$25.40
Change+$0.22 (+0.87%)
VolumeN/A
Net Assets290.12M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
MOPAX vs NAESX Comparison Chart in %
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MOPAX vs. NAESX 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 MOPAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MOPAX (290M). NAESX pays higher dividends than MOPAX: NAESX (1.28) vs MOPAX (0.18). MOPAX was incepted earlier than NAESX: MOPAX (22 years) vs NAESX (65 years). MOPAX (1.21) is less costly to investors than NAESX (0.17). MOPAX is a more actively managed with annual turnover of: 86.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than MOPAX: NAESX (3000) vs MOPAX (15000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. MOPAX (10.32). NAESX return over 5 years is better than : 69.32 vs. MOPAX (22.49).
| MOPAX | NAESX | MOPAX / NAESX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -0.236 | 1.432 | -16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 148B | 0% |
| Annual Yield % from dividends | 0.18 | 1.28 | 14% |
| Returns for 1 year | 10.32 | 12.22 | 84% |
| Returns for 3 years | 28.74 | 37.83 | 76% |
| Returns for 5 years | 22.49 | 69.32 | 32% |
| Returns for 10 years | -4.49 | 108.83 | -4% |
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