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MUOCX vs VTSMX
MUOCX vs VTSMX Comparison
Open Charts MUOCX vs VTSMX
Morgan Stanley Instl US Core C
Price$28.43
Change-$0.50 (-1.73%)
VolumeN/A
Net Assets363.59M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
MUOCX vs VTSMX Comparison Chart
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MUOCX vs. VTSMX commentary
Feb 23, 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 MUOCX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MUOCX (364M). VTSMX pays higher dividends than MUOCX: VTSMX (1.26) vs MUOCX (0.00). MUOCX was incepted earlier than VTSMX: MUOCX (9 years) vs VTSMX (33 years). MUOCX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). MUOCX has a lower initial minimum investment than VTSMX: MUOCX (1000) vs VTSMX (3000). MUOCX (18.41) and VTSMX (17.60) have marching annual gain over last year. MUOCX return over 5 years is better than : 87.29 vs. VTSMX (74.84).
| MUOCX | VTSMX | MUOCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 2.784 | 2.121 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 18.41 | 17.60 | 105% |
| Returns for 3 years | 35.12 | 36.78 | 95% |
| Returns for 5 years | 87.29 | 74.84 | 117% |
| Returns for 10 years | N/A | 180.15 | - |
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