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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$39.33
Change-$0.67 (-1.68%)
VolumeN/A
Net Assets506.83M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MSOIX vs VTSMX Comparison Chart
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MSOIX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MSOIX (507M). VTSMX pays higher dividends than MSOIX: VTSMX (1.18) vs MSOIX (0.49). MSOIX was incepted earlier than VTSMX: MSOIX (20 years) vs VTSMX (33 years). MSOIX (0.68) is less costly to investors than VTSMX (0.14). MSOIX is a more actively managed with annual turnover of: 7.00 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 : 10.06 vs. MSOIX (8.03). VTSMX return over 5 years is better than : 91.36 vs. MSOIX (71.53).
| MSOIX | VTSMX | MSOIX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.797 | 1.349 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 507M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.18 | 41% |
| Returns for 1 year | 8.03 | 10.06 | 80% |
| Returns for 3 years | 39.88 | 57.59 | 69% |
| Returns for 5 years | 71.53 | 91.36 | 78% |
| Returns for 10 years | 101.49 | 178.92 | 57% |
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