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MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$26.38
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets282.97M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
MOPAX vs NAESX Comparison Chart in %
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MOPAX vs. NAESX commentary
Oct 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MOPAX (283M). NAESX pays higher dividends than MOPAX: NAESX (1.23) vs MOPAX (0.16). 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: 96.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than MOPAX: NAESX (3000) vs MOPAX (15000). MOPAX annual gain was more profitable for investors over the last year : 6.07 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. MOPAX (11.38).
| 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 | 3.614 | 5.577 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 162B | 0% |
| Annual Yield % from dividends | 0.16 | 1.23 | 13% |
| Returns for 1 year | 6.07 | 4.92 | 123% |
| Returns for 3 years | 34.84 | 41.91 | 83% |
| Returns for 5 years | 11.38 | 55.28 | 21% |
| Returns for 10 years | 3.32 | 130.16 | 3% |
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