MSOCX
Price
$29.18
Change
-$0.66 (-2.21%)
Updated
Jul 13 closing price
Net Assets
638.62M
RERCX
Price
$59.74
Change
-$1.00 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
Interact to see
Advertisement

MSOCX vs RERCX

MSOCX vs RERCX Comparison Chart in %
View a ticker or compare two or three
VS
MSOCX vs. RERCX commentary
Jul 14, 2026

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 MSOCX is a Buy and RERCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 141B vs. MSOCX (639M). RERCX pays higher dividends than MSOCX: RERCX (2.43) vs MSOCX (0.00). MSOCX was incepted earlier than RERCX: MSOCX (11 years) vs RERCX (24 years). MSOCX (2.11) is less costly to investors than RERCX (1.12). RERCX is a more actively managed with annual turnover of: 50.00 vs. MSOCX (25.00). RERCX has a lower initial minimum investment than MSOCX: RERCX (250) vs MSOCX (1000). RERCX annual gain was more profitable for investors over the last year : 4.75 vs. MSOCX (4.30). RERCX return over 5 years is better than : -7.66 vs. MSOCX (-25.06).
MSOCXRERCXMSOCX / RERCX
Total Expense Ratio2.101.12188%
Annual Report Gross Expense Ratio2.111.12188%
Fund Existence11 years24 years-
Gain YTD6.9152.207313%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets639M141B0%
Annual Yield % from dividends0.002.43-
Returns for 1 year4.304.7591%
Returns for 3 years36.3214.97243%
Returns for 5 years-25.06-7.66327%
Returns for 10 years105.0941.85251%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VTCIX193.45N/A
N/A
Vanguard Tax-Managed Capital App I
GCMRX37.36N/A
N/A
Goldman Sachs Mid Cap Value R
HUSIX34.52N/A
N/A
Huber Small Cap Value Inv
JIAGX9.82N/A
N/A
JHancock Multi-Asset High Income C
CGIOX55.57-0.49
-0.87%
Calamos Growth and Income R6