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MSOAX vs VITSX
MSOAX vs VITSX Comparison
Open Charts MSOAX vs VITSX
NYLI WMC Enduring Capital
Price$39.00
Change+$0.63 (+1.64%)
VolumeN/A
Net Assets510.96M
Vanguard Total Stock Market Idx I
Price$130.95
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
MSOAX vs VITSX Comparison Chart
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MSOAX vs. VITSX 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 MSOAX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. MSOAX (511M). VITSX pays higher dividends than MSOAX: VITSX (1.36) vs MSOAX (0.25). MSOAX was incepted earlier than VITSX: MSOAX (27 years) vs VITSX (28 years). MSOAX (0.94) is less costly to investors than VITSX (0.03). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VITSX (2.00). MSOAX has a lower initial minimum investment than VITSX: MSOAX (15000) vs VITSX (5000000). MSOAX annual gain was more profitable for investors over the last year : 7.94 vs. VITSX (5.27). VITSX return over 5 years is better than : 86.78 vs. MSOAX (81.29).
| MSOAX | VITSX | MSOAX / VITSX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 0.94 | 0.03 | 3,133% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 2.578 | -9.018 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 1.36 | 19% |
| Returns for 1 year | 7.94 | 5.27 | 151% |
| Returns for 3 years | 23.31 | 22.59 | 103% |
| Returns for 5 years | 81.29 | 86.78 | 94% |
| Returns for 10 years | 97.39 | 150.66 | 65% |
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