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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$37.07
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets492.16M
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. MSOIX (492M). VTSAX pays higher dividends than MSOIX: VTSAX (1.11) vs MSOIX (0.52). 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 : 12.10 vs. MSOIX (-8.29). VTSAX return over 5 years is better than : 77.92 vs. MSOIX (38.00).
| 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 | -3.110 | 12.746 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 2.05T | 0% |
| Annual Yield % from dividends | 0.52 | 1.11 | 47% |
| Returns for 1 year | -8.29 | 12.10 | -69% |
| Returns for 3 years | 19.57 | 65.02 | 30% |
| Returns for 5 years | 38.00 | 77.92 | 49% |
| Returns for 10 years | 90.20 | 216.64 | 42% |