Ad is loading...
MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$40.34
Change+$0.35 (+0.88%)
VolumeN/A
Net Assets519.06M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
MSOIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MSOIX (519M). 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 (0.68) 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). MSOIX annual gain was more profitable for investors over the last year : 9.48 vs. VSMPX (7.86). VSMPX return over 5 years is better than : 88.00 vs. MSOIX (81.19).
| 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 | 5.436 | -4.649 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| 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 | 7.86 | 121% |
| Returns for 3 years | 37.43 | 39.43 | 95% |
| Returns for 5 years | 81.19 | 88.00 | 92% |
| Returns for 10 years | 106.06 | 155.00 | 68% |
View a ticker or compare two or three
VS
VS
Ad is loading...