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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$38.47
Change+$0.26 (+0.68%)
VolumeN/A
Net Assets508.27M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MSOIX vs VTSMX Comparison Chart in %
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MSOIX vs. VTSMX commentary
Dec 04, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MSOIX (508M). VTSMX pays higher dividends than MSOIX: VTSMX (1.02) vs MSOIX (0.51). MSOIX was incepted earlier than VTSMX: MSOIX (21 years) vs VTSMX (34 years). MSOIX (0.68) is less costly to investors than VTSMX (0.14). MSOIX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MSOIX: VTSMX (3000) vs MSOIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. MSOIX (-9.54). VTSMX return over 5 years is better than : 77.17 vs. MSOIX (39.63).
| MSOIX | VTSMX | MSOIX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | -0.392 | 15.489 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 2.05T | 0% |
| Annual Yield % from dividends | 0.51 | 1.02 | 50% |
| Returns for 1 year | -9.54 | 11.43 | -83% |
| Returns for 3 years | 19.56 | 64.40 | 30% |
| Returns for 5 years | 39.63 | 77.17 | 51% |
| Returns for 10 years | 94.10 | 223.01 | 42% |
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