Interact to see
Advertisement
Advertisement
MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$31.52
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets949.9M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
MSMIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSMIX vs. VIVAX commentary
Dec 27, 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 MSMIX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. MSMIX (950M). VIVAX pays higher dividends than MSMIX: VIVAX (1.93) vs MSMIX (1.02). MSMIX was incepted earlier than VIVAX: MSMIX (18 years) vs VIVAX (33 years). MSMIX (1.27) is less costly to investors than VIVAX (0.17). MSMIX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). MSMIX has a lower initial minimum investment than VIVAX: MSMIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.66 vs. MSMIX (6.45). VIVAX return over 5 years is better than : 64.99 vs. MSMIX (-26.70).
| MSMIX | VIVAX | MSMIX / VIVAX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 7.357 | 14.025 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 216B | 0% |
| Annual Yield % from dividends | 1.02 | 1.93 | 53% |
| Returns for 1 year | 6.45 | 12.66 | 51% |
| Returns for 3 years | 20.08 | 37.81 | 53% |
| Returns for 5 years | -26.70 | 64.99 | -41% |
| Returns for 10 years | -7.20 | 134.86 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement