Ad is loading...
MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$39.75
Change-$0.28 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
MSOAX vs VTSMX Comparison Chart
Loading...
MSOAX vs. VTSMX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MSOAX (560M). VTSMX pays higher dividends than MSOAX: VTSMX (1.26) vs MSOAX (0.59). MSOAX was incepted earlier than VTSMX: MSOAX (26 years) vs VTSMX (32 years). MSOAX is a more actively managed with annual turnover of: 17.00 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 : 31.53 vs. MSOAX (28.63). VTSMX return over 5 years is better than : 85.64 vs. MSOAX (64.50).
| MSOAX | VTSMX | MSOAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 15.485 | 18.617 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 1.72T | 0% |
| Annual Yield % from dividends | 0.59 | 1.26 | 46% |
| Returns for 1 year | 28.63 | 31.53 | 91% |
| Returns for 3 years | 16.05 | 25.35 | 63% |
| Returns for 5 years | 64.50 | 85.64 | 75% |
| Returns for 10 years | 112.07 | 187.59 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...