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MSOAX vs VSTSX
MSOAX vs VSTSX Comparison
Open Charts MSOAX vs VSTSX
NYLI WMC Enduring Capital
Price$39.11
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets536.78M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
MSOAX vs VSTSX Comparison Chart
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MSOAX vs. VSTSX commentary
Jan 19, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. MSOAX (537M). VSTSX pays higher dividends than MSOAX: VSTSX (1.36) vs MSOAX (0.59). MSOAX was incepted earlier than VSTSX: MSOAX (27 years) vs VSTSX (9 years). MSOAX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). MSOAX has a lower initial minimum investment than VSTSX: MSOAX (15000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. MSOAX (14.84). VSTSX return over 5 years is better than : 76.20 vs. MSOAX (54.26).
| MSOAX | VSTSX | MSOAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 2.867 | 2.247 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 1.78T | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | 14.84 | 25.28 | 59% |
| Returns for 3 years | 18.72 | 29.03 | 64% |
| Returns for 5 years | 54.26 | 76.20 | 71% |
| Returns for 10 years | 107.43 | N/A | - |