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MSOAX vs VTSAX
MSOAX vs VTSAX Comparison
Open Charts MSOAX vs VTSAX
NYLI WMC Enduring Capital
Price$39.11
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets536.78M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
MSOAX vs VTSAX Comparison Chart
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MSOAX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MSOAX (537M). VTSAX pays higher dividends than MSOAX: VTSAX (1.35) vs MSOAX (0.59). MSOAX was incepted earlier than VTSAX: MSOAX (27 years) vs VTSAX (24 years). MSOAX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MSOAX: VTSAX (3000) vs MSOAX (15000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. MSOAX (14.84). VTSAX return over 5 years is better than : 76.10 vs. MSOAX (54.26).
| MSOAX | VTSAX | MSOAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.867 | 2.241 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 1.78T | 0% |
| Annual Yield % from dividends | 0.59 | 1.35 | 43% |
| Returns for 1 year | 14.84 | 25.26 | 59% |
| Returns for 3 years | 18.72 | 28.96 | 65% |
| Returns for 5 years | 54.26 | 76.10 | 71% |
| Returns for 10 years | 107.43 | 195.63 | 55% |
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