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MSOIX vs VSMPX
MSOIX vs VSMPX Comparison
Open Charts MSOIX vs VSMPX
NYLI WMC Enduring Capital
Price$38.47
Change+$0.26 (+0.68%)
VolumeN/A
Net Assets508.27M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
MSOIX vs VSMPX Comparison Chart in %
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MSOIX vs. VSMPX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. MSOIX (508M). VSMPX pays higher dividends than MSOIX: VSMPX (1.12) vs MSOIX (0.51). 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 : 11.45 vs. MSOIX (-9.54). VSMPX return over 5 years is better than : 77.28 vs. MSOIX (39.63).
| 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 | -0.392 | 15.521 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 2.05T | 0% |
| Annual Yield % from dividends | 0.51 | 1.12 | 46% |
| Returns for 1 year | -9.54 | 11.45 | -83% |
| Returns for 3 years | 19.56 | 64.49 | 30% |
| Returns for 5 years | 39.63 | 77.28 | 51% |
| Returns for 10 years | 94.10 | 213.44 | 44% |
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