Interact to see
Advertisement
Advertisement
MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$30.63
Change+$4.13 (+15.58%)
VolumeN/A
Net Assets325.3M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
MOPAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MOPAX vs. VSMAX commentary
Feb 04, 2026
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. MOPAX (325M). VSMAX pays higher dividends than MOPAX: VSMAX (1.27) vs MOPAX (0.00). MOPAX was incepted earlier than VSMAX: MOPAX (22 years) vs VSMAX (25 years). MOPAX (1.21) is less costly to investors than VSMAX (0.05). MOPAX is a more actively managed with annual turnover of: 77.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than MOPAX: VSMAX (3000) vs MOPAX (15000). MOPAX annual gain was more profitable for investors over the last year : 17.22 vs. VSMAX (10.71). VSMAX return over 5 years is better than : 31.93 vs. MOPAX (-1.43).
| MOPAX | VSMAX | MOPAX / VSMAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 7.023 | 5.535 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.27 | - |
| Returns for 1 year | 17.22 | 10.71 | 161% |
| Returns for 3 years | 36.93 | 33.11 | 112% |
| Returns for 5 years | -1.43 | 31.93 | -4% |
| Returns for 10 years | 38.77 | 186.87 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers