Interact to see
Advertisement
Advertisement
MOPCX vs VSMAX
MOPCX vs VSMAX Comparison
Open Charts MOPCX vs VSMAX
NYLI WMC Small Companies
Price$19.27
Change+$0.17 (+0.89%)
VolumeN/A
Net Assets290.12M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
MOPCX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MOPCX 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 MOPCX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MOPCX (290M). VSMAX pays higher dividends than MOPCX: VSMAX (1.40) vs MOPCX (0.00). MOPCX was incepted earlier than VSMAX: MOPCX (23 years) vs VSMAX (25 years). MOPCX (2.41) is less costly to investors than VSMAX (0.05). MOPCX is a more actively managed with annual turnover of: 86.00 vs. VSMAX (13.00). MOPCX has a lower initial minimum investment than VSMAX: MOPCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. MOPCX (9.18). VSMAX return over 5 years is better than : 69.54 vs. MOPCX (8.99).
| MOPCX | VSMAX | MOPCX / VSMAX | |
| Total Expense Ratio | 2.23 | 0.05 | 4,460% |
| Annual Report Gross Expense Ratio | 2.41 | 0.05 | 4,820% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -0.772 | 1.447 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 9.18 | 12.25 | 75% |
| Returns for 3 years | 24.86 | 37.95 | 66% |
| Returns for 5 years | 8.99 | 69.54 | 13% |
| Returns for 10 years | -21.58 | 109.34 | -20% |