MSOIX
Price
$40.74
Change
+$0.18 (+0.44%)
Updated
Jul 3 closing price
Net Assets
544.52M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MSOIX vs VTSAX

Header iconMSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAXBanner chart's image
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.

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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).
MSOIXVTSAXMSOIX / VTSAX
Total Expense Ratio0.680.041,700%
Annual Report Gross Expense Ratio0.680.041,700%
Fund Existence21 years25 years-
Gain YTD6.4826.416101%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets545M1.82T0%
Annual Yield % from dividends0.491.2140%
Returns for 1 year11.1713.8980%
Returns for 3 years39.6862.1264%
Returns for 5 years71.8895.6275%
Returns for 10 years111.95198.6956%
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