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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$38.75
Change+$0.68 (+1.79%)
VolumeN/A
Net Assets496.53M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
MSOIX vs VTSMX Comparison Chart
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MSOIX vs. VTSMX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MSOIX (497M). VTSMX pays higher dividends than MSOIX: VTSMX (1.25) vs MSOIX (0.49). MSOIX was incepted earlier than VTSMX: MSOIX (20 years) vs VTSMX (33 years). MSOIX (0.69) 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). MSOIX annual gain was more profitable for investors over the last year : 5.65 vs. VTSMX (0.30). MSOIX (85.81) and VTSMX (85.34) have equivalent 5 years return.
| MSOIX | VTSMX | MSOIX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 1.281 | -11.144 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.25 | 39% |
| Returns for 1 year | 5.65 | 0.30 | 1,865% |
| Returns for 3 years | 20.27 | 17.00 | 119% |
| Returns for 5 years | 85.81 | 85.34 | 101% |
| Returns for 10 years | 99.31 | 145.28 | 68% |
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