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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$40.06
Change-$0.28 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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MSOIX vs VSMPX Comparison Chart
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MSOIX vs. VSMPX commentary
Sep 21, 2024
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MSOIX (560M). VSMPX pays higher dividends than MSOIX: VSMPX (1.36) vs MSOIX (0.78). MSOIX was incepted earlier than VSMPX: MSOIX (20 years) vs VSMPX (9 years). MSOIX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). MSOIX has a lower initial minimum investment than VSMPX: MSOIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. MSOIX (28.93). VSMPX return over 5 years is better than : 85.73 vs. MSOIX (66.46).
| MSOIX | VSMPX | MSOIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 15.680 | 18.661 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 1.72T | 0% |
| Annual Yield % from dividends | 0.78 | 1.36 | 58% |
| Returns for 1 year | 28.93 | 31.58 | 92% |
| Returns for 3 years | 17.01 | 25.38 | 67% |
| Returns for 5 years | 66.46 | 85.73 | 78% |
| Returns for 10 years | 115.28 | N/A | - |
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