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MUOSX vs VTSMX
MUOSX vs VTSMX Comparison
Open Charts MUOSX vs VTSMX
Morgan Stanley Instl US Core R6
Price$34.03
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets433.79M
Vanguard Total Stock Mkt Idx I
Price$162.41
Change+$1.29 (+0.80%)
VolumeN/A
Net Assets2.02T
MUOSX vs VTSMX Comparison Chart in %
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MUOSX vs. VTSMX commentary
Oct 27, 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: 2.02T vs. MUOSX (434M). VTSMX pays higher dividends than MUOSX: VTSMX (1.04) vs MUOSX (0.10). MUOSX was incepted earlier than VTSMX: MUOSX (9 years) vs VTSMX (34 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 annual gain was more profitable for investors over the last year : 16.88 vs. MUOSX (15.60). MUOSX return over 5 years is better than : 106.56 vs. VTSMX (89.39).
| 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 | 34 years | - |
| Gain YTD | 14.850 | 15.255 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 2.02T | 0% |
| Annual Yield % from dividends | 0.10 | 1.04 | 10% |
| Returns for 1 year | 15.60 | 16.88 | 92% |
| Returns for 3 years | 75.46 | 73.43 | 103% |
| Returns for 5 years | 106.56 | 89.39 | 119% |
| Returns for 10 years | N/A | 227.62 | - |
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