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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$40.74
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets544.52M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MSOIX (545M). VTSAX pays higher dividends than MSOIX: VTSAX (1.21) vs MSOIX (0.49). MSOIX was incepted earlier than VTSAX: MSOIX (21 years) vs VTSAX (25 years). MSOIX (0.68) is less costly to investors than VTSAX (0.04). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MSOIX: VTSAX (3000) vs MSOIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. MSOIX (11.17). VTSAX return over 5 years is better than : 95.62 vs. MSOIX (71.88).
| MSOIX | VTSAX | MSOIX / VTSAX | |
| Total Expense Ratio | 0.68 | 0.04 | 1,700% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 6.482 | 6.416 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.21 | 40% |
| Returns for 1 year | 11.17 | 13.89 | 80% |
| Returns for 3 years | 39.68 | 62.12 | 64% |
| Returns for 5 years | 71.88 | 95.62 | 75% |
| Returns for 10 years | 111.95 | 198.69 | 56% |
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