Interact to see
Advertisement
Advertisement
MSOIX vs VFINX
MSOIX vs VFINX Comparison
Open Charts MSOIX vs VFINX
MSOIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSOIX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. MSOIX (345M). VFINX pays higher dividends than MSOIX: VFINX (0.93) vs MSOIX (0.59). 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 : 25.71 vs. MSOIX (-4.09). VFINX return over 5 years is better than : 76.97 vs. MSOIX (15.23).
| 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 | 2.107 | 9.820 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.7T | 0% |
| Annual Yield % from dividends | 0.59 | 0.93 | 64% |
| Returns for 1 year | -4.09 | 25.71 | -16% |
| Returns for 3 years | 23.52 | 72.59 | 32% |
| Returns for 5 years | 15.23 | 76.97 | 20% |
| Returns for 10 years | 102.84 | 269.90 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSLDX | 86.67 | 0.73 | +0.85% |
| American Funds SMALLCAP World R5E | |||
| HIOCX | 20.38 | N/A | N/A |
| Hartford International Opportunities C | |||
| LZIEX | 20.72 | N/A | N/A |
| Lazard International Equity Instl | |||
| GSVUX | 18.99 | N/A | N/A |
| Goldman Sachs Large Cap Value R6 | |||
| WCERX | 10.24 | N/A | N/A |
| Virtus Westchester Event-Driven Fd A | |||