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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$25.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets287.08M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
MOPAX vs VSMAX Comparison Chart in %
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MOPAX vs. VSMAX commentary
Jul 28, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. MOPAX (287M). 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: 96.00 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 : 8.49 vs. MOPAX (1.85). VSMAX return over 5 years is better than : 66.87 vs. MOPAX (18.90).
| 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 | -0.471 | 2.804 | -17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 153B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 1.85 | 8.49 | 22% |
| Returns for 3 years | 24.37 | 34.27 | 71% |
| Returns for 5 years | 18.90 | 66.87 | 28% |
| Returns for 10 years | -2.54 | 115.21 | -2% |
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