Interact to see
Advertisement
Advertisement
MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$38.81
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets524.43M
Vanguard Total Stock Mkt Idx I
Price$143.12
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.82T
MSOAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSOAX vs. VTSMX commentary
Jun 21, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MSOAX (524M). VTSMX pays higher dividends than MSOAX: VTSMX (1.18) 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 : 9.32 vs. MSOAX (6.33). VTSMX return over 5 years is better than : 87.88 vs. MSOAX (64.89).
| 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 | 2.078 | 1.533 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.18 | 21% |
| Returns for 1 year | 6.33 | 9.32 | 68% |
| Returns for 3 years | 40.94 | 60.46 | 68% |
| Returns for 5 years | 64.89 | 87.88 | 74% |
| Returns for 10 years | 95.56 | 177.45 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement