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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$39.33
Change-$0.67 (-1.68%)
VolumeN/A
Net Assets506.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MSOIX vs VSMPX Comparison Chart
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MSOIX vs. VSMPX commentary
Jun 15, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MSOIX (507M). VSMPX pays higher dividends than MSOIX: VSMPX (1.29) vs MSOIX (0.49). MSOIX was incepted earlier than VSMPX: MSOIX (20 years) vs VSMPX (10 years). MSOIX (0.68) is less costly to investors than VSMPX (0.02). MSOIX is a more actively managed with annual turnover of: 7.00 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 : 10.08 vs. MSOIX (8.03). VSMPX return over 5 years is better than : 91.46 vs. MSOIX (71.53).
| MSOIX | VSMPX | MSOIX / VSMPX | |
| Total Expense Ratio | 0.68 | 0.02 | 3,400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.02 | 3,400% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 2.797 | 1.374 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 507M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.29 | 38% |
| Returns for 1 year | 8.03 | 10.08 | 80% |
| Returns for 3 years | 39.88 | 57.66 | 69% |
| Returns for 5 years | 71.53 | 91.46 | 78% |
| Returns for 10 years | 101.49 | 170.67 | 59% |
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