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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$30.25
Change+$0.35 (+1.17%)
VolumeN/A
Net Assets396.15M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
MUOSX vs VTSMX Comparison Chart
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MUOSX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. MUOSX (396M). 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 : 29.53 vs. VTSMX (25.24). MUOSX return over 5 years is better than : 98.83 vs. VTSMX (76.07).
| 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 | 2.092 | 2.241 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 1.78T | 0% |
| Annual Yield % from dividends | 0.32 | 1.26 | 25% |
| Returns for 1 year | 29.53 | 25.24 | 117% |
| Returns for 3 years | 32.90 | 28.94 | 114% |
| Returns for 5 years | 98.83 | 76.07 | 130% |
| Returns for 10 years | N/A | 194.99 | - |
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