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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$30.69
Change+$0.09 (+0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.20
Change-$0.55 (-0.38%)
VolumeN/A
CapitalizationN/A
MUOSX vs VTSMX Comparison Chart
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MUOSX vs. VTSMX commentary
Nov 13, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MUOSX (379M). VTSMX pays higher dividends than MUOSX: VTSMX (1.26) vs MUOSX (0.32). MUOSX was incepted earlier than VTSMX: MUOSX (8 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 : 44.09 vs. VTSMX (36.46). MUOSX return over 5 years is better than : 119.01 vs. VTSMX (89.01).
| MUOSX | VTSMX | MUOSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 33.145 | 24.948 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 1.73T | 0% |
| Annual Yield % from dividends | 0.32 | 1.26 | 25% |
| Returns for 1 year | 44.09 | 36.46 | 121% |
| Returns for 3 years | 27.69 | 22.89 | 121% |
| Returns for 5 years | 119.01 | 89.01 | 134% |
| Returns for 10 years | N/A | 193.59 | - |