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MSCOX vs VSGIX
MSCOX vs VSGIX Comparison
Open Charts MSCOX vs VSGIX
Morgan Stanley Inst Inception C
Price$9.44
Change+$0.25 (+2.72%)
VolumeN/A
Net Assets322.46M
Vanguard Small Cap Growth Index I
Price$73.86
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets32.98B
MSCOX vs VSGIX Comparison Chart
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MSCOX vs. VSGIX commentary
May 23, 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 MSCOX is a Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. MSCOX (322M). MSCOX (0.64) and VSGIX (0.61) have matching dividends . MSCOX was incepted earlier than VSGIX: MSCOX (8 years) vs VSGIX (25 years). MSCOX (2.28) is less costly to investors than VSGIX (0.06). MSCOX is a more actively managed with annual turnover of: 100.00 vs. VSGIX (21.00). MSCOX has a lower initial minimum investment than VSGIX: MSCOX (1000) vs VSGIX (5000000). MSCOX annual gain was more profitable for investors over the last year : 34.16 vs. VSGIX (3.51). VSGIX return over 5 years is better than : 40.35 vs. MSCOX (-11.80).
| MSCOX | VSGIX | MSCOX / VSGIX | |
| Total Expense Ratio | 2.10 | 0.06 | 3,500% |
| Annual Report Gross Expense Ratio | 2.28 | 0.06 | 3,800% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -4.271 | -6.228 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 33B | 1% |
| Annual Yield % from dividends | 0.64 | 0.61 | 104% |
| Returns for 1 year | 34.16 | 3.51 | 974% |
| Returns for 3 years | 48.37 | 27.32 | 177% |
| Returns for 5 years | -11.80 | 40.35 | -29% |
| Returns for 10 years | N/A | 98.97 | - |
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