Compare trend and price MSPIX vs VTSAX
MSPIX vs VTSAX Comparison
Open Charts MSPIX vs VTSAX
MainStay S&P 500 Index I
Price$51.10
Change+$0.21 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$104.37
Change+$0.41 (+0.39%)
VolumeN/A
CapitalizationN/A
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MSPIX vs VTSAX Comparison Chart
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MSPIX vs. VTSAX commentary
Sep 26, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 305B vs. MSPIX (1.19B). VTSAX pays higher dividends than MSPIX: VTSAX (1.48) vs MSPIX (1.22). MSPIX was incepted earlier than VTSAX: MSPIX (33 years) vs VTSAX (23 years). MSPIX (0.26) is less costly to investors than VTSAX (0.04). VTSAX is a more actively managed with annual turnover of: 3.00 vs. MSPIX (2.00). VTSAX has a lower initial minimum investment than MSPIX: VTSAX (3000) vs MSPIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 16.54 vs. MSPIX (9.68). VTSAX return over 5 years is better than : 43.52 vs. MSPIX (0.02).
| MSPIX | VTSAX | MSPIX / VTSAX | |
| Total Expense Ratio | 0.26 | 0.04 | 650% |
| Annual Report Gross Expense Ratio | 0.26 | 0.04 | 650% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 14.139 | 12.196 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | 5000000 | N/A | - |
| Net Assets | 1.19B | 305B | 0% |
| Annual Yield % from dividends | 1.22 | 1.48 | 82% |
| Returns for 1 year | 9.68 | 16.54 | 59% |
| Returns for 3 years | 11.51 | 28.64 | 40% |
| Returns for 5 years | 0.02 | 43.52 | 0% |
| Returns for 10 years | 37.27 | 158.80 | 23% |