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MISEX vs VTSMX
MISEX vs VTSMX Comparison
Open Charts MISEX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$137.92
Change+$0.72 (+0.52%)
VolumeN/A
Net Assets1.81T
MISEX vs VTSMX Comparison Chart
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MISEX vs. VTSMX commentary
Mar 09, 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 MISEX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MISEX (20.2M). VTSMX pays higher dividends than MISEX: VTSMX (1.15) vs MISEX (0.00). MISEX was incepted earlier than VTSMX: MISEX (39 years) vs VTSMX (33 years). MISEX (4.69) is less costly to investors than VTSMX (0.14). MISEX is a more actively managed with annual turnover of: 3.00 vs. VTSMX (2.00). MISEX has a lower initial minimum investment than VTSMX: MISEX (1000) vs VTSMX (3000). MISEX annual gain was more profitable for investors over the last year : 15.41 vs. VTSMX (10.83). MISEX (89.56) and VTSMX (88.81) have equivalent 5 years return.
| MISEX | VTSMX | MISEX / VTSMX | |
| Total Expense Ratio | 4.69 | 0.14 | 3,350% |
| Annual Report Gross Expense Ratio | 4.69 | 0.14 | 3,350% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 0.464 | -2.184 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 15.41 | 10.83 | 142% |
| Returns for 3 years | 33.91 | 35.23 | 96% |
| Returns for 5 years | 89.56 | 88.81 | 101% |
| Returns for 10 years | 51.27 | 176.92 | 29% |
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