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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$38.59
Change-$0.34 (-0.87%)
VolumeN/A
Net Assets525.97M
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Oct 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MSOAX (526M). VTSMX pays higher dividends than MSOAX: VTSMX (1.04) vs MSOAX (0.26). 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 : 16.79 vs. MSOAX (-2.49). VTSMX return over 5 years is better than : 89.96 vs. MSOAX (48.96).
| 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 | 1.499 | 13.963 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 2.02T | 0% |
| Annual Yield % from dividends | 0.26 | 1.04 | 25% |
| Returns for 1 year | -2.49 | 16.79 | -15% |
| Returns for 3 years | 36.28 | 81.38 | 45% |
| Returns for 5 years | 48.96 | 89.96 | 54% |
| Returns for 10 years | 103.63 | 229.85 | 45% |
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