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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$37.56
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets444.97M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Feb 04, 2026
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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MSOAX (445M). VTSMX pays higher dividends than MSOAX: VTSMX (1.00) vs MSOAX (0.32). 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: 15.00 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 : 14.79 vs. MSOAX (-5.04). VTSMX return over 5 years is better than : 68.19 vs. MSOAX (27.82).
| 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 | 3.414 | 1.373 | 249% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 2.06T | 0% |
| Annual Yield % from dividends | 0.32 | 1.00 | 32% |
| Returns for 1 year | -5.04 | 14.79 | -34% |
| Returns for 3 years | 20.61 | 63.99 | 32% |
| Returns for 5 years | 27.82 | 68.19 | 41% |
| Returns for 10 years | 118.69 | 270.18 | 44% |
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