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MSOIX vs VFINX
MSOIX vs VFINX Comparison
Open Charts MSOIX vs VFINX
NYLI WMC Enduring Capital
Price$37.00
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets497.45M
Vanguard 500 Index Investor
Price$639.82
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
MSOIX vs VFINX Comparison Chart in %
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MSOIX vs. VFINX commentary
Dec 25, 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 MSOIX is a Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MSOIX (497M). VFINX pays higher dividends than MSOIX: VFINX (1.02) vs MSOIX (0.51). MSOIX was incepted earlier than VFINX: MSOIX (21 years) vs VFINX (49 years). MSOIX (0.68) is less costly to investors than VFINX (0.14). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MSOIX: VFINX (0) vs MSOIX (1000000). VFINX annual gain was more profitable for investors over the last year : 14.84 vs. MSOIX (-4.88). VFINX return over 5 years is better than : 87.51 vs. MSOIX (33.65).
| MSOIX | VFINX | MSOIX / VFINX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 21 years | 49 years | - |
| Gain YTD | -3.293 | 17.904 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 1.48T | 0% |
| Annual Yield % from dividends | 0.51 | 1.02 | 50% |
| Returns for 1 year | -4.88 | 14.84 | -33% |
| Returns for 3 years | 26.08 | 80.65 | 32% |
| Returns for 5 years | 33.65 | 87.51 | 38% |
| Returns for 10 years | 94.43 | 237.26 | 40% |
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