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MOPAX vs NAESX
MOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESX
NYLI WMC Small Companies
Price$28.18
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets296.69M
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
MOPAX vs NAESX Comparison Chart in %
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MOPAX vs. NAESX 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 MOPAX is a StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MOPAX (297M). NAESX pays higher dividends than MOPAX: NAESX (1.21) vs MOPAX (0.15). 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 : 2.90 vs. NAESX (-0.86). NAESX return over 5 years is better than : 40.97 vs. MOPAX (7.34).
| 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 | 10.723 | 7.092 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 162B | 0% |
| Annual Yield % from dividends | 0.15 | 1.21 | 13% |
| Returns for 1 year | 2.90 | -0.86 | -336% |
| Returns for 3 years | 31.49 | 32.07 | 98% |
| Returns for 5 years | 7.34 | 40.97 | 18% |
| Returns for 10 years | 9.03 | 131.34 | 7% |
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