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MSBWX vs VFIAX
MSBWX vs VFIAX Comparison
Open Charts MSBWX vs VFIAX
Morgan Stanley American Resilience C
Price$11.30
Change+$0.65 (+6.10%)
VolumeN/A
Net Assets1.27M
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
MSBWX vs VFIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MSBWX (1.27M). VFIAX pays higher dividends than MSBWX: VFIAX (1.35) vs MSBWX (0.00). MSBWX was incepted earlier than VFIAX: MSBWX (3 years) vs VFIAX (24 years). MSBWX (34.58) is less costly to investors than VFIAX (0.04). MSBWX is a more actively managed with annual turnover of: 35.00 vs. VFIAX (2.00). MSBWX has a lower initial minimum investment than VFIAX: MSBWX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. MSBWX (-6.74).
| MSBWX | VFIAX | MSBWX / VFIAX | |
| Total Expense Ratio | 1.80 | 0.04 | 4,500% |
| Annual Report Gross Expense Ratio | 34.58 | 0.04 | 86,450% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | -7.712 | -15.273 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -6.74 | -4.34 | 155% |
| Returns for 3 years | N/A | 11.08 | - |
| Returns for 5 years | N/A | 78.64 | - |
| Returns for 10 years | N/A | 137.38 | - |