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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$39.99
Change+$0.27 (+0.68%)
VolumeN/A
Net Assets543.3M
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MSOIX vs VTSMX Comparison Chart in %
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MSOIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MSOIX (543M). VTSMX pays higher dividends than MSOIX: VTSMX (1.09) 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 : 14.18 vs. MSOIX (3.98). VTSMX return over 5 years is better than : 83.88 vs. MSOIX (55.26).
| 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 | 4.522 | 8.642 | 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 | 1.09 | 45% |
| Returns for 1 year | 3.98 | 14.18 | 28% |
| Returns for 3 years | 24.04 | 48.99 | 49% |
| Returns for 5 years | 55.26 | 83.88 | 66% |
| Returns for 10 years | 117.95 | 219.51 | 54% |
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