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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$40.07
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets540.74M
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX commentary
Sep 10, 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: 1.95T vs. MSOIX (541M). VTSAX pays higher dividends than MSOIX: VTSAX (1.16) 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 : 20.40 vs. MSOIX (4.27). VTSAX return over 5 years is better than : 87.07 vs. MSOIX (56.82).
| 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 | 4.731 | 10.637 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 1.95T | 0% |
| Annual Yield % from dividends | 0.49 | 1.16 | 42% |
| Returns for 1 year | 4.27 | 20.40 | 21% |
| Returns for 3 years | 28.39 | 57.23 | 50% |
| Returns for 5 years | 56.82 | 87.07 | 65% |
| Returns for 10 years | 117.13 | 227.01 | 52% |
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