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MOPAX vs VSMAX
MOPAX vs VSMAX Comparison
Open Charts MOPAX vs VSMAX
NYLI WMC Small Companies
Price$27.06
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets300.57M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
MOPAX vs VSMAX Comparison Chart in %
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MOPAX vs. VSMAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. MOPAX (301M). VSMAX pays higher dividends than MOPAX: VSMAX (1.31) vs MOPAX (0.16). 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). MOPAX (13.88) and VSMAX (13.64) have marching annual gain over last year. VSMAX return over 5 years is better than : 66.80 vs. MOPAX (23.30).
| 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 | 6.284 | 6.527 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 161B | 0% |
| Annual Yield % from dividends | 0.16 | 1.31 | 12% |
| Returns for 1 year | 13.88 | 13.64 | 102% |
| Returns for 3 years | 35.74 | 39.35 | 91% |
| Returns for 5 years | 23.30 | 66.80 | 35% |
| Returns for 10 years | 6.02 | 132.90 | 5% |
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