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MSOIX vs VFINX
MSOIX vs VFINX Comparison
Open Charts MSOIX vs VFINX
NYLI WMC Enduring Capital
Price$39.82
Change-$0.61 (-1.51%)
VolumeN/A
Net Assets534.56M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MSOIX vs VFINX Comparison Chart
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MSOIX vs. VFINX commentary
Feb 23, 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 MSOIX is a StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MSOIX (535M). VFINX pays higher dividends than MSOIX: VFINX (1.24) vs MSOIX (0.78). MSOIX was incepted earlier than VFINX: MSOIX (20 years) vs VFINX (49 years). MSOIX is a more actively managed with annual turnover of: 17.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MSOIX: VFINX (0) vs MSOIX (1000000). VFINX annual gain was more profitable for investors over the last year : 18.27 vs. MSOIX (10.00). VFINX return over 5 years is better than : 80.18 vs. MSOIX (58.51).
| MSOIX | VFINX | MSOIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | 4.077 | 2.400 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 1.41T | 0% |
| Annual Yield % from dividends | 0.78 | 1.24 | 63% |
| Returns for 1 year | 10.00 | 18.27 | 55% |
| Returns for 3 years | 28.56 | 39.78 | 72% |
| Returns for 5 years | 58.51 | 80.18 | 73% |
| Returns for 10 years | 102.91 | 184.41 | 56% |
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