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MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$31.30
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets945.93M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
MSMIX vs VIVAX Comparison Chart in %
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MSMIX vs. VIVAX 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 MSMIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. MSMIX (946M). 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 : 7.90 vs. MSMIX (4.50). VIVAX return over 5 years is better than : 68.56 vs. MSMIX (-20.17).
| 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 | 6.608 | 6.512 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 196B | 0% |
| Annual Yield % from dividends | 1.09 | 2.06 | 53% |
| Returns for 1 year | 4.50 | 7.90 | 57% |
| Returns for 3 years | 9.32 | 25.93 | 36% |
| Returns for 5 years | -20.17 | 68.56 | -29% |
| Returns for 10 years | -26.16 | 114.64 | -23% |
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