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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$39.47
Change+$0.21 (+0.53%)
VolumeN/A
Net Assets534.41M
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Jul 17, 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: 1.91T vs. MSOAX (534M). VTSMX pays higher dividends than MSOAX: VTSMX (1.12) 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 : 9.80 vs. MSOAX (2.85). VTSMX return over 5 years is better than : 88.36 vs. MSOAX (61.20).
| 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 | 3.814 | 5.711 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 23% |
| Returns for 1 year | 2.85 | 9.80 | 29% |
| Returns for 3 years | 34.96 | 59.40 | 59% |
| Returns for 5 years | 61.20 | 88.36 | 69% |
| Returns for 10 years | 97.73 | 188.76 | 52% |
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