MOPCX
Price
$19.27
Change
+$0.17 (+0.89%)
Updated
Jul 3 closing price
Net Assets
290.12M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

MOPCX vs NAESX

Header iconMOPCX vs NAESX Comparison
Open Charts MOPCX vs NAESXBanner chart's image
NYLI WMC Small Companies
Price$19.27
Change+$0.17 (+0.89%)
VolumeN/A
Net Assets290.12M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
MOPCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MOPCX vs. NAESX commentary
Jul 06, 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 MOPCX is a Buy and NAESX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MOPCX (290M). NAESX pays higher dividends than MOPCX: NAESX (1.28) vs MOPCX (0.00). MOPCX was incepted earlier than NAESX: MOPCX (23 years) vs NAESX (65 years). MOPCX (2.41) is less costly to investors than NAESX (0.17). MOPCX is a more actively managed with annual turnover of: 86.00 vs. NAESX (13.00). MOPCX has a lower initial minimum investment than NAESX: MOPCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. MOPCX (9.18). NAESX return over 5 years is better than : 69.32 vs. MOPCX (8.99).
MOPCXNAESXMOPCX / NAESX
Total Expense Ratio2.230.171,312%
Annual Report Gross Expense Ratio2.410.171,418%
Fund Existence23 years65 years-
Gain YTD-0.7721.432-54%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets290M148B0%
Annual Yield % from dividends0.001.28-
Returns for 1 year9.1812.2275%
Returns for 3 years24.8637.8366%
Returns for 5 years8.9969.3213%
Returns for 10 years-21.58108.83-20%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JCNIX29.130.26
+0.90%
Janus Henderson Contrarian S
HEORX17.820.15
+0.85%
Hartford Climate Opportunities R3
AWSHX64.610.53
+0.83%
American Funds Washington Mutual A
JSVRX27.660.19
+0.69%
JPMorgan Small Cap Value R5
MBNAX31.340.07
+0.22%
NYLI Balanced Class A