Interact to see
Advertisement
Advertisement
MOPCX vs NAESX
MOPCX vs NAESX Comparison
Open Charts MOPCX vs NAESX
NYLI WMC Small Companies
Price$19.51
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets288.25M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
MOPCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MOPCX vs. NAESX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. MOPCX (288M). NAESX pays higher dividends than MOPCX: NAESX (1.25) 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: 96.00 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 : 9.15 vs. MOPCX (7.85). NAESX return over 5 years is better than : 57.53 vs. MOPCX (-0.28).
| MOPCX | NAESX | MOPCX / NAESX | |
| Total Expense Ratio | 2.23 | 0.17 | 1,312% |
| Annual Report Gross Expense Ratio | 2.41 | 0.17 | 1,418% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 0.463 | 2.494 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 7.85 | 9.15 | 86% |
| Returns for 3 years | 11.09 | 20.39 | 54% |
| Returns for 5 years | -0.28 | 57.53 | -0% |
| Returns for 10 years | -19.84 | 112.59 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers