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MSOIX vs VTSMX
MSOIX vs VTSMX Comparison
Open Charts MSOIX vs VTSMX
NYLI WMC Enduring Capital
Price$37.00
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets497.45M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
MSOIX vs VTSMX Comparison Chart in %
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MSOIX vs. VTSMX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MSOIX (497M). VTSMX pays higher dividends than MSOIX: VTSMX (1.02) vs MSOIX (0.51). MSOIX was incepted earlier than VTSMX: MSOIX (21 years) vs VTSMX (34 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 : 14.42 vs. MSOIX (-4.88). VTSMX return over 5 years is better than : 76.81 vs. MSOIX (33.65).
| 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 | 34 years | - |
| Gain YTD | -3.293 | 17.377 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 2.06T | 0% |
| Annual Yield % from dividends | 0.51 | 1.02 | 50% |
| Returns for 1 year | -4.88 | 14.42 | -34% |
| Returns for 3 years | 26.08 | 78.00 | 33% |
| Returns for 5 years | 33.65 | 76.81 | 44% |
| Returns for 10 years | 94.43 | 234.96 | 40% |
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