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MUOIX vs VTSMX
MUOIX vs VTSMX Comparison
Open Charts MUOIX vs VTSMX
Morgan Stanley Instl US Core I
Price$27.46
Change-$1.24 (-4.32%)
VolumeN/A
Net Assets346.76M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MUOIX vs VTSMX Comparison Chart
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MUOIX vs. VTSMX commentary
Apr 04, 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 MUOIX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MUOIX (347M). VTSMX pays higher dividends than MUOIX: VTSMX (1.25) vs MUOIX (0.08). MUOIX was incepted earlier than VTSMX: MUOIX (9 years) vs VTSMX (33 years). MUOIX (0.91) is less costly to investors than VTSMX (0.14). MUOIX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MUOIX: VTSMX (3000) vs MUOIX (1000000). MUOIX annual gain was more profitable for investors over the last year : 9.08 vs. VTSMX (8.05). MUOIX return over 5 years is better than : 169.61 vs. VTSMX (126.23).
| MUOIX | VTSMX | MUOIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -3.073 | -3.986 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 1.81T | 0% |
| Annual Yield % from dividends | 0.08 | 1.25 | 6% |
| Returns for 1 year | 9.08 | 8.05 | 113% |
| Returns for 3 years | 24.14 | 21.01 | 115% |
| Returns for 5 years | 169.61 | 126.23 | 134% |
| Returns for 10 years | N/A | 166.80 | - |
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