Compare trend and price MSPIX vs VSMPX
MSPIX vs VSMPX Comparison
Open Charts MSPIX vs VSMPX
MainStay S&P 500 Index I
Price$50.53
Change-$0.13 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$193.98
Change+$0.76 (+0.39%)
VolumeN/A
CapitalizationN/A
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MSPIX vs VSMPX Comparison Chart
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MSPIX vs. VSMPX commentary
Oct 01, 2023
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 MSPIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 305B vs. MSPIX (1.18B). VSMPX pays higher dividends than MSPIX: VSMPX (1.49) vs MSPIX (1.22). MSPIX was incepted earlier than VSMPX: MSPIX (33 years) vs VSMPX (8 years). MSPIX (0.26) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 3.00 vs. MSPIX (2.00). MSPIX has a lower initial minimum investment than VSMPX: MSPIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.96 vs. MSPIX (9.99). VSMPX return over 5 years is better than : 42.48 vs. MSPIX (-1.38).
| MSPIX | VSMPX | MSPIX / VSMPX | |
| Total Expense Ratio | 0.26 | 0.02 | 1,300% |
| Annual Report Gross Expense Ratio | 0.26 | 0.02 | 1,300% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 12.866 | 11.171 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | 5000000 | N/A | - |
| Net Assets | 1.18B | 305B | 0% |
| Annual Yield % from dividends | 1.22 | 1.49 | 82% |
| Returns for 1 year | 9.99 | 16.96 | 59% |
| Returns for 3 years | 9.02 | 25.91 | 35% |
| Returns for 5 years | -1.38 | 42.48 | -3% |
| Returns for 10 years | 35.46 | N/A | - |
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