Interact to see
Advertisement
Advertisement
MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$40.07
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets540.74M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
MSOIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MSOIX (541M). VTSMX pays higher dividends than MSOIX: VTSMX (1.07) 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 : 20.39 vs. MSOIX (4.27). VTSMX return over 5 years is better than : 87.04 vs. MSOIX (56.82).
| 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 | 4.731 | 10.614 | 45% |
| 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 | 1.07 | 46% |
| Returns for 1 year | 4.27 | 20.39 | 21% |
| Returns for 3 years | 28.39 | 57.19 | 50% |
| Returns for 5 years | 56.82 | 87.04 | 65% |
| Returns for 10 years | 117.13 | 226.23 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LCG | 33.00 | 0.33 | +1.00% |
| Sterling Capital Focus Equity ETF | |||
| JMID | 30.09 | 0.17 | +0.56% |
| Janus Henderson Mid Cap Growth Alpha ETF | |||
| DUHP | 36.85 | 0.12 | +0.33% |
| Dimensional US High Profitability ETF | |||
| QJUN | 30.62 | 0.08 | +0.26% |
| FT Vest Nasdaq-100 Buffer ETF - Jun | |||
| MPV | 19.56 | -0.11 | -0.54% |
| Barings Participation Investors | |||