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MSOIX vs VSTSX
MSOIX vs VSTSX Comparison
Open Charts MSOIX vs VSTSX
NYLI WMC Enduring Capital
Price$39.71
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets542.58M
Vanguard Total Stock Mkt Idx Instl Sel
Price$288.13
Change+$1.41 (+0.49%)
VolumeN/A
Net Assets1.78T
MSOIX vs VSTSX Comparison Chart
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MSOIX vs. VSTSX commentary
Jan 23, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. MSOIX (543M). VSTSX pays higher dividends than MSOIX: VSTSX (1.36) vs MSOIX (0.78). MSOIX was incepted earlier than VSTSX: MSOIX (20 years) vs VSTSX (9 years). MSOIX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). MSOIX has a lower initial minimum investment than VSTSX: MSOIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 24.84 vs. MSOIX (14.29). VSTSX return over 5 years is better than : 80.67 vs. MSOIX (59.82).
| MSOIX | VSTSX | MSOIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 3.790 | 3.756 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 1.78T | 0% |
| Annual Yield % from dividends | 0.78 | 1.36 | 58% |
| Returns for 1 year | 14.29 | 24.84 | 58% |
| Returns for 3 years | 24.54 | 36.48 | 67% |
| Returns for 5 years | 59.82 | 80.67 | 74% |
| Returns for 10 years | 108.78 | N/A | - |