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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$37.55
Change-$0.32 (-0.84%)
VolumeN/A
Net Assets504.36M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX commentary
Nov 14, 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: 2.05T vs. MSOIX (504M). VTSAX pays higher dividends than MSOIX: VTSAX (1.11) vs MSOIX (0.52). 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 : 13.43 vs. MSOIX (-7.58). VTSAX return over 5 years is better than : 84.01 vs. MSOIX (41.08).
| 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 | -1.019 | 15.982 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 504M | 2.05T | 0% |
| Annual Yield % from dividends | 0.52 | 1.11 | 47% |
| Returns for 1 year | -7.58 | 13.43 | -56% |
| Returns for 3 years | 22.04 | 68.24 | 32% |
| Returns for 5 years | 41.08 | 84.01 | 49% |
| Returns for 10 years | 100.32 | 236.16 | 42% |
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