Interact to see
Advertisement
Advertisement
MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
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 %
Loading...
View a ticker or compare two or three
VS
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.
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).
| 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 | -0.236 | 1.447 | -16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 148B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 10.32 | 12.25 | 84% |
| Returns for 3 years | 28.74 | 37.95 | 76% |
| Returns for 5 years | 22.49 | 69.54 | 32% |
| Returns for 10 years | -4.49 | 109.34 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HEOYX | 18.09 | 0.16 | +0.89% |
| Hartford Climate Opportunities Y | |||
| JCNAX | 29.23 | 0.25 | +0.86% |
| Janus Henderson Contrarian A | |||
| CWMFX | 64.06 | 0.53 | +0.83% |
| American Funds Washington Mutual 529F1 | |||
| JSVPX | 24.75 | 0.17 | +0.69% |
| JPMorgan Small Cap Value R3 | |||
| GSRAX | 11.69 | 0.06 | +0.52% |
| Goldman Sachs Rising Dividend Gr A | |||