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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$37.55
Change-$0.32 (-0.84%)
VolumeN/A
Net Assets504.36M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
MSOIX vs VSMPX Comparison Chart in %
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MSOIX vs. VSMPX 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 MSOIX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. MSOIX (504M). VSMPX pays higher dividends than MSOIX: VSMPX (1.12) vs MSOIX (0.52). MSOIX was incepted earlier than VSMPX: MSOIX (21 years) vs VSMPX (11 years). MSOIX (0.68) is less costly to investors than VSMPX (0.02). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). MSOIX has a lower initial minimum investment than VSMPX: MSOIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. MSOIX (-7.58). VSMPX return over 5 years is better than : 84.08 vs. MSOIX (41.08).
| MSOIX | VSMPX | MSOIX / VSMPX | |
| Total Expense Ratio | 0.68 | 0.02 | 3,400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.02 | 3,400% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | -1.019 | 15.994 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 504M | 2.05T | 0% |
| Annual Yield % from dividends | 0.52 | 1.12 | 46% |
| Returns for 1 year | -7.58 | 13.44 | -56% |
| Returns for 3 years | 22.04 | 68.30 | 32% |
| Returns for 5 years | 41.08 | 84.08 | 49% |
| Returns for 10 years | 100.32 | 225.48 | 44% |
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