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MSOIX vs VITSX
MSOIX vs VITSX Comparison
Open Charts MSOIX vs VITSX
NYLI WMC Enduring Capital
Price$40.34
Change+$0.35 (+0.88%)
VolumeN/A
Net Assets519.06M
Vanguard Total Stock Market Idx I
Price$135.42
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MSOIX vs VITSX Comparison Chart
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MSOIX vs. VITSX commentary
May 09, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. MSOIX (519M). VITSX pays higher dividends than MSOIX: VITSX (1.37) vs MSOIX (0.49). MSOIX was incepted earlier than VITSX: MSOIX (20 years) vs VITSX (28 years). MSOIX (0.68) is less costly to investors than VITSX (0.03). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VITSX (2.00). MSOIX has a lower initial minimum investment than VITSX: MSOIX (1000000) vs VITSX (5000000). MSOIX annual gain was more profitable for investors over the last year : 9.48 vs. VITSX (7.85). VITSX return over 5 years is better than : 87.94 vs. MSOIX (81.19).
| MSOIX | VITSX | MSOIX / VITSX | |
| Total Expense Ratio | 0.68 | 0.03 | 2,267% |
| Annual Report Gross Expense Ratio | 0.68 | 0.03 | 2,267% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 5.436 | -4.656 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 1.72T | 0% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | 9.48 | 7.85 | 121% |
| Returns for 3 years | 37.43 | 39.39 | 95% |
| Returns for 5 years | 81.19 | 87.94 | 92% |
| Returns for 10 years | 106.06 | 163.32 | 65% |
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