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MSOAX vs VTSAX
MSOAX vs VTSAX Comparison
Open Charts MSOAX vs VTSAX
NYLI WMC Enduring Capital
Price$39.43
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets540.35M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MSOAX vs VTSAX Comparison Chart in %
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MSOAX vs. VTSAX commentary
Aug 18, 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: 1.91T vs. MSOAX (540M). VTSAX pays higher dividends than MSOAX: VTSAX (1.18) 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 : 16.22 vs. MSOAX (3.83). VTSAX return over 5 years is better than : 85.86 vs. MSOAX (53.43).
| 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 | 3.709 | 9.275 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.18 | 21% |
| Returns for 1 year | 3.83 | 16.22 | 24% |
| Returns for 3 years | 20.09 | 46.82 | 43% |
| Returns for 5 years | 53.43 | 85.86 | 62% |
| Returns for 10 years | 99.66 | 203.17 | 49% |
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