Interact to see
Advertisement
Advertisement
MSOIX vs VFIAX
MSOIX vs VFIAX Comparison
Open Charts MSOIX vs VFIAX
MSOIX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VFIAX commentary
Jun 24, 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 MSOIX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. MSOIX (345M). VFIAX pays higher dividends than MSOIX: VFIAX (1.02) vs MSOIX (0.59). MSOIX was incepted earlier than VFIAX: MSOIX (22 years) vs VFIAX (26 years). MSOIX (0.67) is less costly to investors than VFIAX (0.04). MSOIX is a more actively managed with annual turnover of: 15.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than MSOIX: VFIAX (3000) vs MSOIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 24.06 vs. MSOIX (-4.09). VFIAX return over 5 years is better than : 75.29 vs. MSOIX (15.23).
| MSOIX | VFIAX | MSOIX / VFIAX | |
| Total Expense Ratio | 0.67 | 0.04 | 1,675% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 2.107 | 9.438 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.7T | 0% |
| Annual Yield % from dividends | 0.59 | 1.02 | 58% |
| Returns for 1 year | -4.09 | 24.06 | -17% |
| Returns for 3 years | 23.52 | 71.97 | 33% |
| Returns for 5 years | 15.23 | 75.29 | 20% |
| Returns for 10 years | 102.84 | 268.60 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement