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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$38.15
Change+$0.26 (+0.69%)
VolumeN/A
Net Assets508.27M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Dec 04, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MSOAX (508M). VTSMX pays higher dividends than MSOAX: VTSMX (1.02) vs MSOAX (0.26). MSOAX was incepted earlier than VTSMX: MSOAX (28 years) vs VTSMX (34 years). MSOAX (0.93) is less costly to investors than VTSMX (0.14). MSOAX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MSOAX: VTSMX (3000) vs MSOAX (15000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. MSOAX (-9.76). VTSMX return over 5 years is better than : 77.17 vs. MSOAX (37.78).
| MSOAX | VTSMX | MSOAX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | -0.605 | 15.489 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 2.05T | 0% |
| Annual Yield % from dividends | 0.26 | 1.02 | 26% |
| Returns for 1 year | -9.76 | 11.43 | -85% |
| Returns for 3 years | 18.63 | 64.40 | 29% |
| Returns for 5 years | 37.78 | 77.17 | 49% |
| Returns for 10 years | 90.89 | 223.01 | 41% |
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