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MSOAX vs VTSMX
MSOAX vs VTSMX Comparison
Open Charts MSOAX vs VTSMX
NYLI WMC Enduring Capital
Price$37.67
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets517.08M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MSOAX vs VTSMX Comparison Chart in %
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MSOAX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MSOAX (517M). VTSMX pays higher dividends than MSOAX: VTSMX (1.04) vs MSOAX (0.26). 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 : 13.79 vs. MSOAX (-6.71). VTSMX return over 5 years is better than : 84.86 vs. MSOAX (42.32).
| 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 | -0.921 | 13.012 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 2.02T | 0% |
| Annual Yield % from dividends | 0.26 | 1.04 | 25% |
| Returns for 1 year | -6.71 | 13.79 | -49% |
| Returns for 3 years | 31.93 | 76.02 | 42% |
| Returns for 5 years | 42.32 | 84.86 | 50% |
| Returns for 10 years | 97.36 | 225.10 | 43% |
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