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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$41.17
Change-$0.17 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.20
Change-$0.55 (-0.38%)
VolumeN/A
CapitalizationN/A
MSOIX vs VTSMX Comparison Chart
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MSOIX vs. VTSMX commentary
Nov 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MSOIX (580M). 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 : 36.46 vs. MSOIX (32.46). VTSMX return over 5 years is better than : 89.01 vs. MSOIX (66.31).
| 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 | 18.885 | 24.948 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 1.73T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 32.46 | 36.46 | 89% |
| Returns for 3 years | 11.15 | 22.89 | 49% |
| Returns for 5 years | 66.31 | 89.01 | 74% |
| Returns for 10 years | 116.42 | 193.59 | 60% |
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