MSOAX
Price
$39.47
Change
-$0.36 (-0.90%)
Updated
Jun 5 closing price
Net Assets
518.02M
VSMPX
Price
$266.71
Change
-$1.22 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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MSOAX vs VSMPX

Header iconMSOAX vs VSMPX Comparison
Open Charts MSOAX vs VSMPXBanner chart's image
NYLI WMC Enduring Capital
Price$39.47
Change-$0.36 (-0.90%)
VolumeN/A
Net Assets518.02M
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
MSOAX vs VSMPX Comparison Chart
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MSOAX vs. VSMPX commentary
Jun 06, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MSOAX (518M). VSMPX pays higher dividends than MSOAX: VSMPX (1.29) vs MSOAX (0.25). MSOAX was incepted earlier than VSMPX: MSOAX (27 years) vs VSMPX (10 years). MSOAX (0.93) is less costly to investors than VSMPX (0.02). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). MSOAX has a lower initial minimum investment than VSMPX: MSOAX (15000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.41 vs. MSOAX (7.34). VSMPX return over 5 years is better than : 81.84 vs. MSOAX (63.71).
MSOAXVSMPXMSOAX / VSMPX
Total Expense Ratio0.930.024,650%
Annual Report Gross Expense Ratio0.930.024,650%
Fund Existence27 years10 years-
Gain YTD3.8141.298294%
Front Load6%N/A-
Min. Initial Investment150001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets518M1.82T0%
Annual Yield % from dividends0.251.2919%
Returns for 1 year7.3411.4164%
Returns for 3 years27.6742.5065%
Returns for 5 years63.7181.8478%
Returns for 10 years102.46172.8859%
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