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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$30.46
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets375.58M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
MUOSX vs VTSMX Comparison Chart
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MUOSX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. MUOSX (376M). VTSMX pays higher dividends than MUOSX: VTSMX (1.18) vs MUOSX (0.11). 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). VTSMX (11.39) and MUOSX (11.00) have marching annual gain over last year. MUOSX return over 5 years is better than : 107.84 vs. VTSMX (81.77).
| 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 | 3.240 | 1.278 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 1.82T | 0% |
| Annual Yield % from dividends | 0.11 | 1.18 | 10% |
| Returns for 1 year | 11.00 | 11.39 | 97% |
| Returns for 3 years | 46.68 | 42.44 | 110% |
| Returns for 5 years | 107.84 | 81.77 | 132% |
| Returns for 10 years | N/A | 181.22 | - |
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