MXISX
Price
$15.59
Change
-$0.06 (-0.38%)
Updated
Jul 13 closing price
Net Assets
1.25B
VSMAX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
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MXISX vs VSMAX

MXISX vs VSMAX Comparison Chart in %
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VS
MXISX vs. VSMAX commentary
Jul 14, 2026

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 MXISX is a Buy and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. MXISX (1.25B). MXISX pays higher dividends than VSMAX: MXISX (1.78) vs VSMAX (1.18). MXISX was incepted earlier than VSMAX: MXISX (33 years) vs VSMAX (26 years). MXISX (0.57) is less costly to investors than VSMAX (0.05). MXISX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (17.00). MXISX has a lower initial minimum investment than VSMAX: MXISX (0) vs VSMAX (3000). MXISX (23.74) and VSMAX (23.38) have marching annual gain over last year. VSMAX return over 5 years is better than : 38.56 vs. MXISX (9.52).
MXISXVSMAXMXISX / VSMAX
Total Expense Ratio0.560.051,120%
Annual Report Gross Expense Ratio0.570.051,140%
Fund Existence33 years26 years-
Gain YTD21.22415.756135%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.25B189B1%
Annual Yield % from dividends1.781.18151%
Returns for 1 year23.7423.38102%
Returns for 3 years32.3648.2467%
Returns for 5 years9.5238.5625%
Returns for 10 years42.69158.0727%
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