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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$40.34
Change+$0.35 (+0.88%)
VolumeN/A
Net Assets519.06M
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MSOIX vs VTSAX Comparison Chart
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MSOIX vs. VTSAX commentary
May 09, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MSOIX (519M). VTSAX pays higher dividends than MSOIX: VTSAX (1.36) vs MSOIX (0.49). MSOIX was incepted earlier than VTSAX: MSOIX (20 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). MSOIX annual gain was more profitable for investors over the last year : 9.48 vs. VTSAX (7.85). VTSAX return over 5 years is better than : 87.93 vs. MSOIX (81.19).
| 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 | 20 years | 25 years | - |
| Gain YTD | 5.436 | -4.657 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 1.72T | 0% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | 9.48 | 7.85 | 121% |
| Returns for 3 years | 37.43 | 39.39 | 95% |
| Returns for 5 years | 81.19 | 87.93 | 92% |
| Returns for 10 years | 106.06 | 163.37 | 65% |
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