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MSOAX vs VTSAX
MSOAX vs VTSAX Comparison
Open Charts MSOAX vs VTSAX
NYLI WMC Enduring Capital
Price$39.04
Change-$0.67 (-1.69%)
VolumeN/A
Net Assets506.83M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MSOAX vs VTSAX Comparison Chart
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MSOAX vs. VTSAX commentary
Jun 16, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MSOAX (507M). VTSAX pays higher dividends than MSOAX: VTSAX (1.28) vs MSOAX (0.25). MSOAX was incepted earlier than VTSAX: MSOAX (27 years) vs VTSAX (25 years). MSOAX (0.93) is less costly to investors than VTSAX (0.04). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MSOAX: VTSAX (3000) vs MSOAX (15000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. MSOAX (7.75). VTSAX return over 5 years is better than : 91.40 vs. MSOAX (69.49).
| MSOAX | VTSAX | MSOAX / VTSAX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 2.683 | 1.365 | 197% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 507M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.28 | 20% |
| Returns for 1 year | 7.75 | 10.07 | 77% |
| Returns for 3 years | 38.79 | 57.61 | 67% |
| Returns for 5 years | 69.49 | 91.40 | 76% |
| Returns for 10 years | 98.18 | 179.53 | 55% |
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