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MSOAX vs VTSAX
MSOAX vs VTSAX Comparison
Open Charts MSOAX vs VTSAX
NYLI WMC Enduring Capital
Price$39.00
Change+$0.63 (+1.64%)
VolumeN/A
Net Assets510.96M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
MSOAX vs VTSAX Comparison Chart
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MSOAX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. MSOAX (511M). VTSAX pays higher dividends than MSOAX: VTSAX (1.35) vs MSOAX (0.25). MSOAX was incepted earlier than VTSAX: MSOAX (27 years) vs VTSAX (24 years). MSOAX (0.94) is less costly to investors than VTSAX (0.04). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MSOAX: VTSAX (3000) vs MSOAX (15000). MSOAX annual gain was more profitable for investors over the last year : 7.94 vs. VTSAX (5.27). VTSAX return over 5 years is better than : 86.80 vs. MSOAX (81.29).
| MSOAX | VTSAX | MSOAX / VTSAX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.578 | -9.019 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 1.35 | 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 | 86.80 | 94% |
| Returns for 10 years | 97.39 | 150.71 | 65% |
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