MOPAX
Price
$25.40
Change
+$0.22 (+0.87%)
Updated
Jul 3 closing price
Net Assets
290.12M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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MOPAX vs VSMAX

Header iconMOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAXBanner chart's image
NYLI WMC Small Companies
Price$25.40
Change+$0.22 (+0.87%)
VolumeN/A
Net Assets290.12M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
MOPAX vs VSMAX Comparison Chart in %
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VS
MOPAX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MOPAX (290M). VSMAX pays higher dividends than MOPAX: VSMAX (1.40) vs MOPAX (0.18). 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: 86.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than MOPAX: VSMAX (3000) vs MOPAX (15000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. MOPAX (10.32). VSMAX return over 5 years is better than : 69.54 vs. MOPAX (22.49).
MOPAXVSMAXMOPAX / VSMAX
Total Expense Ratio1.210.052,420%
Annual Report Gross Expense Ratio1.210.052,420%
Fund Existence22 years25 years-
Gain YTD-0.2361.447-16%
Front Load6%N/A-
Min. Initial Investment150003000500%
Min. Initial Investment IRAN/AN/A-
Net Assets290M148B0%
Annual Yield % from dividends0.181.4013%
Returns for 1 year10.3212.2584%
Returns for 3 years28.7437.9576%
Returns for 5 years22.4969.5432%
Returns for 10 years-4.49109.34-4%
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