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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$27.02
Change-$0.78 (-2.81%)
VolumeN/A
Net Assets334.63M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
MUOSX vs VTSMX Comparison Chart
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MUOSX vs. VTSMX commentary
Apr 11, 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 MUOSX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MUOSX (335M). VTSMX pays higher dividends than MUOSX: VTSMX (1.25) vs MUOSX (0.12). MUOSX was incepted earlier than VTSMX: MUOSX (9 years) vs VTSMX (33 years). MUOSX (19.75) is less costly to investors than VTSMX (0.14). MUOSX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MUOSX: VTSMX (3000) vs MUOSX (5000000). MUOSX annual gain was more profitable for investors over the last year : 6.63 vs. VTSMX (4.72). MUOSX return over 5 years is better than : 125.35 vs. VTSMX (92.15).
| MUOSX | VTSMX | MUOSX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 19.75 | 0.14 | 14,107% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -6.176 | -7.881 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 1.7T | 0% |
| Annual Yield % from dividends | 0.12 | 1.25 | 10% |
| Returns for 1 year | 6.63 | 4.72 | 140% |
| Returns for 3 years | 24.64 | 20.95 | 118% |
| Returns for 5 years | 125.35 | 92.15 | 136% |
| Returns for 10 years | N/A | 154.63 | - |
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