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MSOIX vs VITSX
MSOIX vs VITSX Comparison
Open Charts MSOIX vs VITSX
NYLI WMC Enduring Capital
Price$38.52
Change-$0.44 (-1.13%)
VolumeN/A
Net Assets507.84M
Vanguard Total Stock Market Idx I
Price$125.70
Change-$2.70 (-2.10%)
VolumeN/A
Net Assets1.7T
MSOIX vs VITSX Comparison Chart
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MSOIX vs. VITSX commentary
Apr 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 MSOIX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. MSOIX (508M). VITSX pays higher dividends than MSOIX: VITSX (1.36) vs MSOIX (0.49). MSOIX was incepted earlier than VITSX: MSOIX (20 years) vs VITSX (28 years). MSOIX (0.69) 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 : 7.54 vs. VITSX (5.82). VITSX return over 5 years is better than : 90.38 vs. MSOIX (83.97).
| MSOIX | VITSX | MSOIX / VITSX | |
| Total Expense Ratio | 0.69 | 0.03 | 2,300% |
| Annual Report Gross Expense Ratio | 0.69 | 0.03 | 2,300% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 1.830 | -8.826 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | 7.54 | 5.82 | 129% |
| Returns for 3 years | 20.74 | 20.00 | 104% |
| Returns for 5 years | 83.97 | 90.38 | 93% |
| Returns for 10 years | 101.78 | 154.00 | 66% |
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