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MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$31.03
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets957.35M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
MSMIX vs VIVAX Comparison Chart in %
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MSMIX vs. VIVAX 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 MSMIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. MSMIX (957M). VIVAX pays higher dividends than MSMIX: VIVAX (2.06) vs MSMIX (1.09). MSMIX was incepted earlier than VIVAX: MSMIX (17 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 : 12.04 vs. MSMIX (8.24). VIVAX return over 5 years is better than : 80.14 vs. MSMIX (-14.27).
| MSMIX | VIVAX | MSMIX / VIVAX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 5.688 | 6.209 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 189B | 1% |
| Annual Yield % from dividends | 1.09 | 2.06 | 53% |
| Returns for 1 year | 8.24 | 12.04 | 68% |
| Returns for 3 years | 18.83 | 35.16 | 54% |
| Returns for 5 years | -14.27 | 80.14 | -18% |
| Returns for 10 years | -26.45 | 115.74 | -23% |
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