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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$39.73
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets540.35M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX commentary
Aug 17, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MSOIX (540M). VTSAX pays higher dividends than MSOIX: VTSAX (1.18) vs MSOIX (0.49). 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 : 16.22 vs. MSOIX (4.06). VTSAX return over 5 years is better than : 85.86 vs. MSOIX (55.19).
| 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 | 3.842 | 9.275 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.18 | 42% |
| Returns for 1 year | 4.06 | 16.22 | 25% |
| Returns for 3 years | 21.03 | 46.82 | 45% |
| Returns for 5 years | 55.19 | 85.86 | 64% |
| Returns for 10 years | 102.94 | 203.17 | 51% |
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