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MOPCX vs VSMAX
MOPCX vs VSMAX Comparison
Open Charts MOPCX vs VSMAX
NYLI WMC Small Companies
Price$19.95
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets282.97M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
MOPCX vs VSMAX Comparison Chart in %
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MOPCX vs. VSMAX commentary
Oct 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. MOPCX (283M). VSMAX pays higher dividends than MOPCX: VSMAX (1.34) 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: 96.00 vs. VSMAX (13.00). MOPCX has a lower initial minimum investment than VSMAX: MOPCX (1000) vs VSMAX (3000). VSMAX (4.95) and MOPCX (4.94) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.46 vs. MOPCX (-0.93).
| 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 | 2.729 | 5.599 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 4.94 | 4.95 | 100% |
| Returns for 3 years | 30.69 | 42.02 | 73% |
| Returns for 5 years | -0.93 | 55.46 | -2% |
| Returns for 10 years | -15.17 | 130.86 | -12% |
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