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MSOIX vs VSTSX
MSOIX vs VSTSX Comparison
Open Charts MSOIX vs VSTSX
NYLI WMC Enduring Capital
Price$40.74
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets544.52M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
MSOIX vs VSTSX Comparison Chart in %
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MSOIX vs. VSTSX commentary
Jul 07, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. MSOIX (545M). VSTSX pays higher dividends than MSOIX: VSTSX (1.23) vs MSOIX (0.49). MSOIX was incepted earlier than VSTSX: MSOIX (21 years) vs VSTSX (9 years). MSOIX (0.68) is less costly to investors than VSTSX (0.01). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). MSOIX has a lower initial minimum investment than VSTSX: MSOIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. MSOIX (11.17). VSTSX return over 5 years is better than : 95.76 vs. MSOIX (71.88).
| MSOIX | VSTSX | MSOIX / VSTSX | |
| Total Expense Ratio | 0.68 | 0.01 | 6,800% |
| Annual Report Gross Expense Ratio | 0.68 | 0.01 | 6,800% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 6.482 | 6.427 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.23 | 40% |
| Returns for 1 year | 11.17 | 13.91 | 80% |
| Returns for 3 years | 39.68 | 62.21 | 64% |
| Returns for 5 years | 71.88 | 95.76 | 75% |
| Returns for 10 years | 111.95 | N/A | - |
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