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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$40.74
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets544.52M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MSOIX vs VTSMX Comparison Chart in %
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MSOIX vs. VTSMX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MSOIX (545M). VTSMX pays higher dividends than MSOIX: VTSMX (1.12) vs MSOIX (0.49). MSOIX was incepted earlier than VTSMX: MSOIX (21 years) vs VTSMX (33 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 : 13.89 vs. MSOIX (11.17). VTSMX return over 5 years is better than : 95.59 vs. MSOIX (71.88).
| 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 | 33 years | - |
| Gain YTD | 6.482 | 6.421 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.12 | 44% |
| Returns for 1 year | 11.17 | 13.89 | 80% |
| Returns for 3 years | 39.68 | 62.08 | 64% |
| Returns for 5 years | 71.88 | 95.59 | 75% |
| Returns for 10 years | 111.95 | 198.05 | 57% |
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