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MGOCX vs VTSMX
MGOCX vs VTSMX Comparison
Open Charts MGOCX vs VTSMX
NYLI WMC Enduring Capital
Price$33.64
Change+$0.54 (+1.63%)
VolumeN/A
Net Assets502.7M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
MGOCX vs VTSMX Comparison Chart
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MGOCX vs. VTSMX commentary
Apr 25, 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 MGOCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MGOCX (503M). VTSMX pays higher dividends than MGOCX: VTSMX (1.25) vs MGOCX (0.00). MGOCX was incepted earlier than VTSMX: MGOCX (27 years) vs VTSMX (33 years). MGOCX (1.92) is less costly to investors than VTSMX (0.14). MGOCX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). MGOCX has a lower initial minimum investment than VTSMX: MGOCX (1000) vs VTSMX (3000). MGOCX annual gain was more profitable for investors over the last year : 6.90 vs. VTSMX (5.27). VTSMX return over 5 years is better than : 86.77 vs. MGOCX (71.47).
| MGOCX | VTSMX | MGOCX / VTSMX | |
| Total Expense Ratio | 1.92 | 0.14 | 1,371% |
| Annual Report Gross Expense Ratio | 1.92 | 0.14 | 1,371% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 2.280 | -9.023 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 6.90 | 5.27 | 131% |
| Returns for 3 years | 19.19 | 22.56 | 85% |
| Returns for 5 years | 71.47 | 86.77 | 82% |
| Returns for 10 years | 80.42 | 150.14 | 54% |
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