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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$40.10
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets541.61M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. MSOIX (542M). VTSAX pays higher dividends than MSOIX: VTSAX (1.16) vs MSOIX (0.49). MSOIX was incepted earlier than VTSAX: MSOIX (21 years) vs VTSAX (25 years). MSOIX (0.68) is less costly to investors than VTSAX (0.04). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MSOIX: VTSAX (3000) vs MSOIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 18.04 vs. MSOIX (3.60). VTSAX return over 5 years is better than : 84.96 vs. MSOIX (55.33).
| MSOIX | VTSAX | MSOIX / VTSAX | |
| Total Expense Ratio | 0.68 | 0.04 | 1,700% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 4.809 | 10.346 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 1.95T | 0% |
| Annual Yield % from dividends | 0.49 | 1.16 | 42% |
| Returns for 1 year | 3.60 | 18.04 | 20% |
| Returns for 3 years | 33.14 | 63.66 | 52% |
| Returns for 5 years | 55.33 | 84.96 | 65% |
| Returns for 10 years | 116.96 | 224.91 | 52% |
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