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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$39.22
Change-$0.35 (-0.88%)
VolumeN/A
Net Assets532.7M
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MSOAX (533M). VTSMX pays higher dividends than MSOAX: VTSMX (1.09) vs MSOAX (0.25). MSOAX was incepted earlier than VTSMX: MSOAX (27 years) vs VTSMX (33 years). MSOAX (0.93) is less costly to investors than VTSMX (0.14). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MSOAX: VTSMX (3000) vs MSOAX (15000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. MSOAX (7.04). VTSMX return over 5 years is better than : 83.91 vs. MSOAX (53.79).
| MSOAX | VTSMX | MSOAX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 3.156 | 7.450 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.09 | 23% |
| Returns for 1 year | 7.04 | 21.77 | 32% |
| Returns for 3 years | 24.47 | 50.15 | 49% |
| Returns for 5 years | 53.79 | 83.91 | 64% |
| Returns for 10 years | 98.02 | 196.78 | 50% |
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