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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$30.01
Change+$0.24 (+0.81%)
VolumeN/A
Net Assets371.18M
Vanguard Total Stock Mkt Idx I
Price$140.85
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.72T
MUOSX vs VTSMX Comparison Chart
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MUOSX vs. VTSMX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MUOSX (371M). VTSMX pays higher dividends than MUOSX: VTSMX (1.26) vs MUOSX (0.12). MUOSX was incepted earlier than VTSMX: MUOSX (9 years) vs VTSMX (33 years). MUOSX (1.60) is less costly to investors than VTSMX (0.14). MUOSX is a more actively managed with annual turnover of: 32.00 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 : 12.26 vs. VTSMX (11.42). MUOSX return over 5 years is better than : 136.01 vs. VTSMX (101.50).
| MUOSX | VTSMX | MUOSX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 1.60 | 0.14 | 1,143% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 0.472 | -0.851 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 1.72T | 0% |
| Annual Yield % from dividends | 0.12 | 1.26 | 10% |
| Returns for 1 year | 12.26 | 11.42 | 107% |
| Returns for 3 years | 47.45 | 43.31 | 110% |
| Returns for 5 years | 136.01 | 101.50 | 134% |
| Returns for 10 years | N/A | 170.93 | - |