Interact to see
Advertisement
Advertisement
MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$39.46
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets542.68M
Vanguard Total Stock Mkt Idx I
Price$154.44
Change+$0.65 (+0.42%)
VolumeN/A
Net Assets1.91T
MSOAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSOAX vs. VTSMX commentary
Sep 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MSOAX (543M). VTSMX pays higher dividends than MSOAX: VTSMX (1.07) 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 : 16.15 vs. MSOAX (1.19). VTSMX return over 5 years is better than : 82.91 vs. MSOAX (52.26).
| 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 | 3.787 | 9.117 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.07 | 24% |
| Returns for 1 year | 1.19 | 16.15 | 7% |
| Returns for 3 years | 31.07 | 61.10 | 51% |
| Returns for 5 years | 52.26 | 82.91 | 63% |
| Returns for 10 years | 117.36 | 228.51 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers