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MSBQX vs VFIAX
MSBQX vs VFIAX Comparison
Open Charts MSBQX vs VFIAX
Morgan Stanley American Resilience R6
Price$11.66
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.38M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
MSBQX vs VFIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. MSBQX (1.38M). VFIAX pays higher dividends than MSBQX: VFIAX (1.36) vs MSBQX (0.93). MSBQX was incepted earlier than VFIAX: MSBQX (3 years) vs VFIAX (25 years). MSBQX (33.36) 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 : 8.60 vs. MSBQX (3.12).
| MSBQX | VFIAX | MSBQX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 33.36 | 0.04 | 83,400% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | -0.258 | -4.178 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38M | 1.34T | 0% |
| Annual Yield % from dividends | 0.93 | 1.36 | 68% |
| Returns for 1 year | 3.12 | 8.60 | 36% |
| Returns for 3 years | N/A | 41.15 | - |
| Returns for 5 years | N/A | 92.14 | - |
| Returns for 10 years | N/A | 167.68 | - |
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