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MSOIX vs VTSAX
MSOIX vs VTSAX Comparison
Open Charts MSOIX vs VTSAX
NYLI WMC Enduring Capital
Price$37.98
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets517.08M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
MSOIX vs VTSAX Comparison Chart in %
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MSOIX vs. VTSAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. MSOIX (517M). VTSAX pays higher dividends than MSOIX: VTSAX (1.13) vs MSOIX (0.50). 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 : 13.81 vs. MSOIX (-6.49). VTSAX return over 5 years is better than : 84.90 vs. MSOIX (44.01).
| 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 | -0.732 | 13.023 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 2.02T | 0% |
| Annual Yield % from dividends | 0.50 | 1.13 | 44% |
| Returns for 1 year | -6.49 | 13.81 | -47% |
| Returns for 3 years | 32.94 | 76.08 | 43% |
| Returns for 5 years | 44.01 | 84.90 | 52% |
| Returns for 10 years | 100.59 | 225.85 | 45% |
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