Interact to see
Advertisement
Advertisement
MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$39.99
Change+$0.27 (+0.68%)
VolumeN/A
Net Assets543.3M
Vanguard Total Stock Mkt Idx Adm
Price$153.16
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MSOIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VTSAX commentary
Aug 20, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MSOIX (543M). VTSAX pays higher dividends than MSOIX: VTSAX (1.18) 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 : 14.19 vs. MSOIX (3.98). VTSAX return over 5 years is better than : 83.89 vs. MSOIX (55.26).
| 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 | 4.522 | 8.651 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.18 | 42% |
| Returns for 1 year | 3.98 | 14.19 | 28% |
| Returns for 3 years | 24.04 | 49.01 | 49% |
| Returns for 5 years | 55.26 | 83.89 | 66% |
| Returns for 10 years | 117.95 | 220.24 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFV | 67.29 | 0.22 | +0.32% |
| iShares MSCI EAFE Value ETF | |||
| AGGY | 43.72 | 0.08 | +0.17% |
| WisdomTree Yield Enhanced US Aggt Bd ETF | |||
| GSEP | 37.47 | -0.07 | -0.18% |
| FT Vest U.S. Eq Mod Buffr ETF - Sep | |||
| WLDR | 34.46 | -0.14 | -0.40% |
| Affinity World Leaders Equity ETF | |||
| EGGQ | 44.45 | -1.63 | -3.55% |
| NestYield Visionary ETF | |||