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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$36.77
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets497.45M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MSOAX (497M). 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 : 14.42 vs. MSOAX (-4.89). VTSMX return over 5 years is better than : 76.81 vs. MSOAX (32.21).
| 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 | -3.288 | 17.377 | -19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 2.06T | 0% |
| Annual Yield % from dividends | 0.26 | 1.02 | 26% |
| Returns for 1 year | -4.89 | 14.42 | -34% |
| Returns for 3 years | 25.45 | 78.00 | 33% |
| Returns for 5 years | 32.21 | 76.81 | 42% |
| Returns for 10 years | 91.28 | 234.96 | 39% |
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