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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$40.06
Change-$0.28 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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MSOIX vs VTSAX Comparison Chart
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MSOIX vs. VTSAX commentary
Sep 21, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MSOIX (560M). 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 : 31.56 vs. MSOIX (28.93). VTSAX return over 5 years is better than : 85.68 vs. MSOIX (66.46).
| 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 | 15.680 | 18.645 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 1.72T | 0% |
| Annual Yield % from dividends | 0.78 | 1.35 | 58% |
| Returns for 1 year | 28.93 | 31.56 | 92% |
| Returns for 3 years | 17.01 | 25.35 | 67% |
| Returns for 5 years | 66.46 | 85.68 | 78% |
| Returns for 10 years | 115.28 | 188.32 | 61% |
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