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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$36.68
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets492.53M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MSOAX (493M). VTSMX pays higher dividends than MSOAX: VTSMX (1.02) vs MSOAX (0.27). MSOAX was incepted earlier than VTSMX: MSOAX (27 years) vs VTSMX (34 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 : 10.79 vs. MSOAX (-8.33). VTSMX return over 5 years is better than : 77.62 vs. MSOAX (37.14).
| 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 | 34 years | - |
| Gain YTD | -3.524 | 11.948 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 2.05T | 0% |
| Annual Yield % from dividends | 0.27 | 1.02 | 26% |
| Returns for 1 year | -8.33 | 10.79 | -77% |
| Returns for 3 years | 18.42 | 63.83 | 29% |
| Returns for 5 years | 37.14 | 77.62 | 48% |
| Returns for 10 years | 86.66 | 213.77 | 41% |
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