Ad is loading...
Ad is loading...
MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$41.85
Change+$0.50 (+1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
MSOIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VTSAX commentary
Nov 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. MSOIX (577M). VTSAX pays higher dividends than MSOIX: VTSAX (1.35) vs MSOIX (0.78). MSOIX was incepted earlier than VTSAX: MSOIX (20 years) vs VTSAX (24 years). MSOIX is a more actively managed with annual turnover of: 17.00 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 : 31.89 vs. MSOIX (29.49). VTSAX return over 5 years is better than : 88.21 vs. MSOIX (68.46).
| MSOIX | VTSAX | MSOIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 20.849 | 25.099 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 1.73T | 0% |
| Annual Yield % from dividends | 0.78 | 1.35 | 58% |
| Returns for 1 year | 29.49 | 31.89 | 92% |
| Returns for 3 years | 13.02 | 23.74 | 55% |
| Returns for 5 years | 68.46 | 88.21 | 78% |
| Returns for 10 years | 116.70 | 190.42 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers