Interact to see
Advertisement
Advertisement
MUOCX vs VTSMX
MUOCX vs VTSMX Comparison
Open Charts MUOCX vs VTSMX
Morgan Stanley Instl US Core C
Price$27.92
Change-$0.40 (-1.41%)
VolumeN/A
Net Assets379.9M
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
MUOCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUOCX vs. VTSMX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MUOCX (380M). 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 (1.85) is less costly to investors than VTSMX (0.14). MUOCX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). MUOCX has a lower initial minimum investment than VTSMX: MUOCX (1000) vs VTSMX (3000). MUOCX (11.41) and VTSMX (11.08) have marching annual gain over last year. MUOCX return over 5 years is better than : 116.68 vs. VTSMX (96.32).
| MUOCX | VTSMX | MUOCX / VTSMX | |
| Total Expense Ratio | 1.85 | 0.14 | 1,321% |
| Annual Report Gross Expense Ratio | 1.85 | 0.14 | 1,321% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 2.386 | 0.767 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 11.41 | 11.08 | 103% |
| Returns for 3 years | 51.12 | 49.86 | 103% |
| Returns for 5 years | 116.68 | 96.32 | 121% |
| Returns for 10 years | N/A | 174.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement