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MSOIX vs VFIAX
MSOIX vs VFIAX Comparison
Open Charts MSOIX vs VFIAX
MSOIX vs VFIAX Comparison Chart in %
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MSOIX vs. VFIAX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. MSOIX (341M). VFIAX pays higher dividends than MSOIX: VFIAX (1.06) vs MSOIX (0.56). 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 : 18.19 vs. MSOIX (-2.45). VFIAX return over 5 years is better than : 70.57 vs. MSOIX (14.18).
| 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 | 5.309 | 9.464 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.67T | 0% |
| Annual Yield % from dividends | 0.56 | 1.06 | 53% |
| Returns for 1 year | -2.45 | 18.19 | -13% |
| Returns for 3 years | 19.70 | 63.87 | 31% |
| Returns for 5 years | 14.18 | 70.57 | 20% |
| Returns for 10 years | 97.71 | 247.71 | 39% |
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