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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$40.10
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets541.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
MSOIX vs VSMPX Comparison Chart in %
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MSOIX vs. VSMPX commentary
Sep 08, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. MSOIX (542M). VSMPX pays higher dividends than MSOIX: VSMPX (1.17) vs MSOIX (0.49). MSOIX was incepted earlier than VSMPX: MSOIX (21 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 : 18.05 vs. MSOIX (3.60). VSMPX return over 5 years is better than : 85.03 vs. MSOIX (55.33).
| 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 | 21 years | 10 years | - |
| Gain YTD | 4.809 | 10.358 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 1.95T | 0% |
| Annual Yield % from dividends | 0.49 | 1.17 | 42% |
| Returns for 1 year | 3.60 | 18.05 | 20% |
| Returns for 3 years | 33.14 | 63.71 | 52% |
| Returns for 5 years | 55.33 | 85.03 | 65% |
| Returns for 10 years | 116.96 | 214.57 | 55% |
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