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MSBQX vs VFIAX
MSBQX vs VFIAX Comparison
Open Charts MSBQX vs VFIAX
Morgan Stanley American Resilience R6
Price$11.19
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets1.31M
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
MSBQX vs VFIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MSBQX (1.31M). VFIAX pays higher dividends than MSBQX: VFIAX (1.11) vs MSBQX (0.93). MSBQX was incepted earlier than VFIAX: MSBQX (3 years) vs VFIAX (25 years). MSBQX (24.27) is less costly to investors than VFIAX (0.04). MSBQX is a more actively managed with annual turnover of: 43.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than MSBQX: VFIAX (3000) vs MSBQX (5000000). VFIAX annual gain was more profitable for investors over the last year : 11.89 vs. MSBQX (-8.25).
| MSBQX | VFIAX | MSBQX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 24.27 | 0.04 | 60,675% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | -3.436 | 12.722 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31M | 1.46T | 0% |
| Annual Yield % from dividends | 0.93 | 1.11 | 84% |
| Returns for 1 year | -8.25 | 11.89 | -69% |
| Returns for 3 years | 23.05 | 66.98 | 34% |
| Returns for 5 years | N/A | 86.13 | - |
| Returns for 10 years | N/A | 216.78 | - |
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