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MSOAX vs VSMPX
MSOAX vs VSMPX Comparison
Open Charts MSOAX vs VSMPX
NYLI WMC Enduring Capital
Price$40.44
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets544.52M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
MSOAX vs VSMPX Comparison Chart in %
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MSOAX vs. VSMPX commentary
Jul 07, 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 MSOAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MSOAX (545M). VSMPX pays higher dividends than MSOAX: VSMPX (1.22) vs MSOAX (0.25). MSOAX was incepted earlier than VSMPX: MSOAX (27 years) vs VSMPX (10 years). MSOAX (0.93) is less costly to investors than VSMPX (0.02). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). MSOAX has a lower initial minimum investment than VSMPX: MSOAX (15000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. MSOAX (10.91). VSMPX return over 5 years is better than : 95.69 vs. MSOAX (69.89).
| MSOAX | VSMPX | MSOAX / VSMPX | |
| Total Expense Ratio | 0.93 | 0.02 | 4,650% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 6.365 | 6.426 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.22 | 21% |
| Returns for 1 year | 10.91 | 13.90 | 78% |
| Returns for 3 years | 38.60 | 62.17 | 62% |
| Returns for 5 years | 69.89 | 95.69 | 73% |
| Returns for 10 years | 108.47 | 189.21 | 57% |
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