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MUOAX vs VTSMX
MUOAX vs VTSMX Comparison
Open Charts MUOAX vs VTSMX
Morgan Stanley Instl US Core A
Price$27.14
Change+$0.48 (+1.80%)
VolumeN/A
Net Assets325.4M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
MUOAX vs VTSMX Comparison Chart
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MUOAX vs. VTSMX commentary
Apr 12, 2025
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 MUOAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MUOAX (325M). VTSMX pays higher dividends than MUOAX: VTSMX (1.25) vs MUOAX (0.00). MUOAX was incepted earlier than VTSMX: MUOAX (9 years) vs VTSMX (33 years). MUOAX (1.16) is less costly to investors than VTSMX (0.14). MUOAX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). MUOAX has a lower initial minimum investment than VTSMX: MUOAX (1000) vs VTSMX (3000). MUOAX annual gain was more profitable for investors over the last year : 2.38 vs. VTSMX (0.30). MUOAX return over 5 years is better than : 115.50 vs. VTSMX (85.34).
| MUOAX | VTSMX | MUOAX / VTSMX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -8.886 | -11.144 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 2.38 | 0.30 | 785% |
| Returns for 3 years | 20.61 | 17.00 | 121% |
| Returns for 5 years | 115.50 | 85.34 | 135% |
| Returns for 10 years | N/A | 145.28 | - |
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