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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$40.07
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets540.74M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
MSOIX vs VSMPX Comparison Chart in %
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MSOIX vs. VSMPX commentary
Sep 10, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. MSOIX (541M). VSMPX pays higher dividends than MSOIX: VSMPX (1.17) vs MSOIX (0.49). MSOIX was incepted earlier than VSMPX: MSOIX (21 years) vs VSMPX (10 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 : 20.41 vs. MSOIX (4.27). VSMPX return over 5 years is better than : 87.13 vs. MSOIX (56.82).
| 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 | 10 years | - |
| Gain YTD | 4.731 | 10.646 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 1.95T | 0% |
| Annual Yield % from dividends | 0.49 | 1.17 | 42% |
| Returns for 1 year | 4.27 | 20.41 | 21% |
| Returns for 3 years | 28.39 | 57.27 | 50% |
| Returns for 5 years | 56.82 | 87.13 | 65% |
| Returns for 10 years | 117.13 | 216.58 | 54% |
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