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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$37.23
Change-$0.33 (-0.88%)
VolumeN/A
Net Assets504.36M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. MSOAX (504M). VTSMX pays higher dividends than MSOAX: VTSMX (1.02) vs MSOAX (0.27). MSOAX was incepted earlier than VTSMX: MSOAX (27 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 : 13.42 vs. MSOAX (-7.78). VTSMX return over 5 years is better than : 83.98 vs. MSOAX (39.46).
| MSOAX | VTSMX | MSOAX / VTSMX | |
| Total Expense Ratio | 0.93 | 0.14 | 664% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | -1.210 | 15.972 | -8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 504M | 2.05T | 0% |
| Annual Yield % from dividends | 0.27 | 1.02 | 26% |
| Returns for 1 year | -7.78 | 13.42 | -58% |
| Returns for 3 years | 21.10 | 68.22 | 31% |
| Returns for 5 years | 39.46 | 83.98 | 47% |
| Returns for 10 years | 97.08 | 235.40 | 41% |
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