MSOIX
Price
$40.74
Change
+$0.18 (+0.44%)
Updated
Jul 3 closing price
Net Assets
544.52M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

MSOIX vs VTSMX

Header iconMSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
MSOIXVTSMXMSOIX / VTSMX
Total Expense Ratio0.680.14486%
Annual Report Gross Expense Ratio0.680.14486%
Fund Existence21 years33 years-
Gain YTD6.4826.421101%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets545M1.82T0%
Annual Yield % from dividends0.491.1244%
Returns for 1 year11.1713.8980%
Returns for 3 years39.6862.0864%
Returns for 5 years71.8895.5975%
Returns for 10 years111.95198.0557%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
GLMD1.830.02
+0.83%
Galmed Pharmaceuticals Ltd
DAVA15.500.06
+0.39%
Endava plc
CLDT7.270.01
+0.14%
Chatham Lodging Trust
AACI10.03N/A
N/A
Armada Acquisition Corp II
EMN79.57-0.35
-0.44%
Eastman Chemical Company