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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$38.75
Change+$0.68 (+1.79%)
VolumeN/A
Net Assets496.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
MSOIX vs VSMPX Comparison Chart
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MSOIX vs. VSMPX commentary
Apr 12, 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: 1.7T vs. MSOIX (497M). VSMPX pays higher dividends than MSOIX: VSMPX (1.37) vs MSOIX (0.49). MSOIX was incepted earlier than VSMPX: MSOIX (20 years) vs VSMPX (10 years). MSOIX (0.69) 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). MSOIX annual gain was more profitable for investors over the last year : 5.65 vs. VSMPX (0.32). MSOIX (85.81) and VSMPX (85.42) have equivalent 5 years return.
| MSOIX | VSMPX | MSOIX / VSMPX | |
| Total Expense Ratio | 0.69 | 0.02 | 3,450% |
| Annual Report Gross Expense Ratio | 0.69 | 0.02 | 3,450% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 1.281 | -11.144 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | 5.65 | 0.32 | 1,784% |
| Returns for 3 years | 20.27 | 17.06 | 119% |
| Returns for 5 years | 85.81 | 85.42 | 100% |
| Returns for 10 years | 99.31 | N/A | - |
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