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MSOIX vs VFINX
MSOIX vs VFINX Comparison
Open Charts MSOIX vs VFINX
MSOIX vs VFINX Comparison Chart in %
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MSOIX vs. VFINX 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 MSOIX is a Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. MSOIX (353M). VFINX pays higher dividends than MSOIX: VFINX (0.97) vs MSOIX (0.56). MSOIX was incepted earlier than VFINX: MSOIX (22 years) vs VFINX (50 years). MSOIX (0.67) is less costly to investors than VFINX (0.14). MSOIX is a more actively managed with annual turnover of: 15.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MSOIX: VFINX (0) vs MSOIX (1000000). VFINX annual gain was more profitable for investors over the last year : 21.06 vs. MSOIX (-2.77). VFINX return over 5 years is better than : 73.37 vs. MSOIX (17.24).
| MSOIX | VFINX | MSOIX / VFINX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 22 years | 50 years | - |
| Gain YTD | 6.130 | 10.684 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.67T | 0% |
| Annual Yield % from dividends | 0.56 | 0.97 | 58% |
| Returns for 1 year | -2.77 | 21.06 | -13% |
| Returns for 3 years | 23.96 | 68.37 | 35% |
| Returns for 5 years | 17.24 | 73.37 | 23% |
| Returns for 10 years | 98.19 | 250.98 | 39% |
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