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MSMIX vs VIVAX
MSMIX vs VIVAX Comparison
Open Charts MSMIX vs VIVAX
NYLI WMC Value Investor Class
Price$31.83
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets956.31M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
MSMIX vs VIVAX Comparison Chart in %
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MSMIX vs. VIVAX commentary
Sep 08, 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: 203B vs. MSMIX (956M). VIVAX pays higher dividends than MSMIX: VIVAX (1.99) vs MSMIX (1.06). 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 : 7.74 vs. MSMIX (4.92). VIVAX return over 5 years is better than : 70.18 vs. MSMIX (-19.53).
| 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 | 8.413 | 7.845 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 203B | 0% |
| Annual Yield % from dividends | 1.06 | 1.99 | 53% |
| Returns for 1 year | 4.92 | 7.74 | 63% |
| Returns for 3 years | 19.77 | 36.63 | 54% |
| Returns for 5 years | -19.53 | 70.18 | -28% |
| Returns for 10 years | -19.46 | 131.64 | -15% |
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