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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$40.51
Change-$0.35 (-0.86%)
VolumeN/A
Net Assets551.76M
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
MSOIX vs VTSMX Comparison Chart in %
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MSOIX vs. VTSMX commentary
Jul 29, 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 (552M). 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 : 17.75 vs. MSOIX (7.24). VTSMX return over 5 years is better than : 93.51 vs. MSOIX (68.29).
| 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 | 6.796 | 8.287 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.12 | 44% |
| Returns for 1 year | 7.24 | 17.75 | 41% |
| Returns for 3 years | 35.57 | 60.60 | 59% |
| Returns for 5 years | 68.29 | 93.51 | 73% |
| Returns for 10 years | 110.47 | 200.97 | 55% |
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