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MSOAX vs VSMPX
MSOAX vs VSMPX Comparison
Open Charts MSOAX vs VSMPX
NYLI WMC Enduring Capital
Price$39.22
Change-$0.35 (-0.88%)
VolumeN/A
Net Assets532.7M
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
MSOAX vs VSMPX Comparison Chart in %
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MSOAX vs. VSMPX commentary
Aug 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 MSOAX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MSOAX (533M). VSMPX pays higher dividends than MSOAX: VSMPX (1.20) 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 : 21.79 vs. MSOAX (7.04). VSMPX return over 5 years is better than : 83.98 vs. MSOAX (53.79).
| MSOAX | VSMPX | MSOAX / VSMPX | |
| Total Expense Ratio | 0.93 | 0.02 | 4,650% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 3.156 | 7.466 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.20 | 21% |
| Returns for 1 year | 7.04 | 21.79 | 32% |
| Returns for 3 years | 24.47 | 50.22 | 49% |
| Returns for 5 years | 53.79 | 83.98 | 64% |
| Returns for 10 years | 98.02 | 188.00 | 52% |
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