Interact to see
Advertisement
Advertisement
MLOCX vs VGENX
MLOCX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLOCX vs. VGENX commentary
Dec 14, 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 MLOCX is a Buy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.32B vs. MLOCX (124M). MLOCX pays higher dividends than VGENX: MLOCX (3.44) vs VGENX (2.88). MLOCX was incepted earlier than VGENX: MLOCX (12 years) vs VGENX (42 years). MLOCX (2.30) is less costly to investors than VGENX (0.45). MLOCX is a more actively managed with annual turnover of: 220.00 vs. VGENX (36.00). MLOCX has a lower initial minimum investment than VGENX: MLOCX (0) vs VGENX (3000). MLOCX annual gain was more profitable for investors over the last year : 14.51 vs. VGENX (2.33). MLOCX return over 5 years is better than : 126.47 vs. VGENX (56.96).
| MLOCX | VGENX | MLOCX / VGENX | |
| Total Expense Ratio | 1.90 | 0.45 | 422% |
| Annual Report Gross Expense Ratio | 2.30 | 0.45 | 511% |
| Fund Existence | 12 years | 42 years | - |
| Gain YTD | 18.613 | 20.495 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 6.32B | 2% |
| Annual Yield % from dividends | 3.44 | 2.88 | 119% |
| Returns for 1 year | 14.51 | 2.33 | 622% |
| Returns for 3 years | 42.33 | 10.33 | 410% |
| Returns for 5 years | 126.47 | 56.96 | 222% |
| Returns for 10 years | 137.08 | 26.39 | 519% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WQAIX | 14.00 | 0.08 | +0.57% |
| Westwood Quality AllCap Institutional | |||
| GIDAX | 8.72 | 0.04 | +0.46% |
| Goldman Sachs Intl Eq Div & Prem A | |||
| ANTSX | 11.97 | 0.03 | +0.25% |
| American Century Intl Sm-Md Cp Inv | |||
| SSCOX | 6.17 | -0.33 | -5.08% |
| Touchstone Small Company C | |||
| HQIAX | 20.47 | -2.11 | -9.34% |
| Hartford Equity Income A | |||