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MLOCX vs VGENX
MLOCX vs VGENX Comparison Chart in %
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MLOCX vs. VGENX commentary
Jan 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 MLOCX is a Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.13B vs. MLOCX (119M). VGENX pays higher dividends than MLOCX: VGENX (3.36) vs MLOCX (0.78). 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 : 18.68 vs. VGENX (16.45). MLOCX return over 5 years is better than : 120.94 vs. VGENX (49.55).
| 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 | 4.767 | 1.773 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 6.13B | 2% |
| Annual Yield % from dividends | 0.78 | 3.36 | 23% |
| Returns for 1 year | 18.68 | 16.45 | 114% |
| Returns for 3 years | 41.86 | 8.10 | 517% |
| Returns for 5 years | 120.94 | 49.55 | 244% |
| Returns for 10 years | 168.10 | 39.51 | 425% |
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