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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$41.85
Change+$0.50 (+1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
MSOIX vs VTSMX Comparison Chart
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MSOIX vs. VTSMX commentary
Nov 23, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MSOIX (577M). VTSMX pays higher dividends than MSOIX: VTSMX (1.26) vs MSOIX (0.78). MSOIX was incepted earlier than VTSMX: MSOIX (20 years) vs VTSMX (33 years). MSOIX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MSOIX: VTSMX (3000) vs MSOIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 31.88 vs. MSOIX (29.49). VTSMX return over 5 years is better than : 88.21 vs. MSOIX (68.46).
| MSOIX | VTSMX | MSOIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 20.849 | 25.069 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 1.73T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 29.49 | 31.88 | 93% |
| Returns for 3 years | 13.02 | 23.72 | 55% |
| Returns for 5 years | 68.46 | 88.21 | 78% |
| Returns for 10 years | 116.70 | 189.74 | 62% |
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