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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$37.07
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets492.16M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
MSOIX vs VTSMX Comparison Chart in %
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MSOIX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MSOIX (492M). VTSMX pays higher dividends than MSOIX: VTSMX (1.02) vs MSOIX (0.52). MSOIX was incepted earlier than VTSMX: MSOIX (21 years) vs VTSMX (34 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 : 12.09 vs. MSOIX (-8.29). VTSMX return over 5 years is better than : 77.91 vs. MSOIX (38.00).
| MSOIX | VTSMX | MSOIX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | -3.110 | 12.736 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 2.05T | 0% |
| Annual Yield % from dividends | 0.52 | 1.02 | 51% |
| Returns for 1 year | -8.29 | 12.09 | -69% |
| Returns for 3 years | 19.57 | 64.98 | 30% |
| Returns for 5 years | 38.00 | 77.91 | 49% |
| Returns for 10 years | 90.20 | 215.97 | 42% |
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