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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$30.49
Change-$0.54 (-1.74%)
VolumeN/A
Net Assets363.59M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
MUOSX vs VTSMX Comparison Chart
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MUOSX 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 MUOSX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MUOSX (364M). VTSMX pays higher dividends than MUOSX: VTSMX (1.26) vs MUOSX (0.32). MUOSX was incepted earlier than VTSMX: MUOSX (9 years) vs VTSMX (33 years). 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 : 19.66 vs. VTSMX (17.60). MUOSX return over 5 years is better than : 97.70 vs. VTSMX (74.84).
| MUOSX | VTSMX | MUOSX / 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 | 2.902 | 2.121 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 1.84T | 0% |
| Annual Yield % from dividends | 0.32 | 1.26 | 25% |
| Returns for 1 year | 19.66 | 17.60 | 112% |
| Returns for 3 years | 39.49 | 36.78 | 107% |
| Returns for 5 years | 97.70 | 74.84 | 131% |
| Returns for 10 years | N/A | 180.15 | - |
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