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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$38.60
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.11
Change+$0.42 (+0.29%)
VolumeN/A
CapitalizationN/A
MSOIX vs VTSAX Comparison Chart
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MSOIX vs. VTSAX commentary
Dec 24, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. MSOIX (535M). 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 : 24.75 vs. MSOIX (12.67). VTSAX return over 5 years is better than : 81.12 vs. MSOIX (57.96).
| 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 | 11.991 | 24.395 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 1.84T | 0% |
| Annual Yield % from dividends | 0.78 | 1.35 | 58% |
| Returns for 1 year | 12.67 | 24.75 | 51% |
| Returns for 3 years | 13.38 | 23.32 | 57% |
| Returns for 5 years | 57.96 | 81.12 | 71% |
| Returns for 10 years | 100.71 | 185.34 | 54% |
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