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MSOIX vs VSTSX
MSOIX vs VSTSX Comparison
Open Charts MSOIX vs VSTSX
NYLI WMC Enduring Capital
Price$40.34
Change+$0.35 (+0.88%)
VolumeN/A
Net Assets519.06M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
MSOIX vs VSTSX Comparison Chart
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MSOIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. MSOIX (519M). VSTSX pays higher dividends than MSOIX: VSTSX (1.38) vs MSOIX (0.49). MSOIX was incepted earlier than VSTSX: MSOIX (20 years) vs VSTSX (9 years). MSOIX (0.68) is less costly to investors than VSTSX (0.01). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). MSOIX has a lower initial minimum investment than VSTSX: MSOIX (1000000) vs VSTSX (5000000000). MSOIX annual gain was more profitable for investors over the last year : 9.48 vs. VSTSX (7.87). VSTSX return over 5 years is better than : 88.05 vs. MSOIX (81.19).
| MSOIX | VSTSX | MSOIX / VSTSX | |
| Total Expense Ratio | 0.68 | 0.01 | 6,800% |
| Annual Report Gross Expense Ratio | 0.68 | 0.01 | 6,800% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 5.436 | -4.647 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 1.72T | 0% |
| Annual Yield % from dividends | 0.49 | 1.38 | 36% |
| Returns for 1 year | 9.48 | 7.87 | 120% |
| Returns for 3 years | 37.43 | 39.48 | 95% |
| Returns for 5 years | 81.19 | 88.05 | 92% |
| Returns for 10 years | 106.06 | N/A | - |
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