Interact to see
Advertisement
Advertisement
MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$39.33
Change-$0.67 (-1.68%)
VolumeN/A
Net Assets506.83M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MSOIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VTSAX commentary
Jun 15, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MSOIX (507M). VTSAX pays higher dividends than MSOIX: VTSAX (1.28) vs MSOIX (0.49). MSOIX was incepted earlier than VTSAX: MSOIX (20 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 : 10.07 vs. MSOIX (8.03). VTSAX return over 5 years is better than : 91.40 vs. MSOIX (71.53).
| 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 | 20 years | 25 years | - |
| Gain YTD | 2.797 | 1.365 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 507M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.28 | 38% |
| Returns for 1 year | 8.03 | 10.07 | 80% |
| Returns for 3 years | 39.88 | 57.61 | 69% |
| Returns for 5 years | 71.53 | 91.40 | 78% |
| Returns for 10 years | 101.49 | 179.53 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WBAIX | 16.88 | -0.12 | -0.71% |
| Weitz Conservative Allocation-Instl Cl | |||
| JAIGX | 49.57 | -0.56 | -1.12% |
| Janus Henderson VIT Overseas Instl | |||
| JECTX | 16.99 | -0.24 | -1.39% |
| Janus Henderson Global Sust Eq C | |||
| MTCBX | 43.16 | -0.62 | -1.42% |
| MFS Technology B | |||
| FTHNX | 42.90 | -0.67 | -1.54% |
| FullerThaler Behavioral Sm-Cp Eq Inv | |||