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MSOAX vs VSMPX
MSOAX vs VSMPX Comparison
Open Charts MSOAX vs VSMPX
NYLI WMC Enduring Capital
Price$39.46
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets542.68M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.86
Change+$1.23 (+0.43%)
VolumeN/A
Net Assets1.91T
MSOAX vs VSMPX Comparison Chart in %
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MSOAX vs. VSMPX commentary
Sep 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MSOAX (543M). VSMPX pays higher dividends than MSOAX: VSMPX (1.17) 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 : 16.17 vs. MSOAX (1.19). VSMPX return over 5 years is better than : 82.99 vs. MSOAX (52.26).
| 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 | 3.787 | 9.141 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.17 | 21% |
| Returns for 1 year | 1.19 | 16.17 | 7% |
| Returns for 3 years | 31.07 | 61.17 | 51% |
| Returns for 5 years | 52.26 | 82.99 | 63% |
| Returns for 10 years | 117.36 | 218.79 | 54% |
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