MOPAX
Price
$25.40
Change
+$0.22 (+0.87%)
Updated
Jul 3 closing price
Net Assets
290.12M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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MOPAX vs NAESX

Header iconMOPAX vs NAESX Comparison
Open Charts MOPAX vs NAESXBanner chart's image
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.

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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).
MOPAXNAESXMOPAX / NAESX
Total Expense Ratio1.210.17712%
Annual Report Gross Expense Ratio1.210.17712%
Fund Existence22 years65 years-
Gain YTD-0.2361.432-16%
Front Load6%N/A-
Min. Initial Investment150003000500%
Min. Initial Investment IRAN/AN/A-
Net Assets290M148B0%
Annual Yield % from dividends0.181.2814%
Returns for 1 year10.3212.2284%
Returns for 3 years28.7437.8376%
Returns for 5 years22.4969.3232%
Returns for 10 years-4.49108.83-4%
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