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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$37.00
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets497.45M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. MSOIX (497M). VTSAX pays higher dividends than MSOIX: VTSAX (1.11) vs MSOIX (0.51). 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 : 14.43 vs. MSOIX (-4.88). VTSAX return over 5 years is better than : 76.83 vs. MSOIX (33.65).
| 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 | -3.293 | 17.379 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 2.06T | 0% |
| Annual Yield % from dividends | 0.51 | 1.11 | 46% |
| Returns for 1 year | -4.88 | 14.43 | -34% |
| Returns for 3 years | 26.08 | 78.05 | 33% |
| Returns for 5 years | 33.65 | 76.83 | 44% |
| Returns for 10 years | 94.43 | 235.67 | 40% |
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