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MSVEX vs SHSAX
MSVEX vs SHSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. MSVEX (1.97M). SHSAX pays higher dividends than MSVEX: SHSAX (0.23) vs MSVEX (0.00). MSVEX was incepted earlier than SHSAX: MSVEX (4 years) vs SHSAX (26 years). MSVEX (17.78) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. MSVEX (19.00). MSVEX (5%) and SHSAX (5%) have equivalent initial investment costs. MSVEX (1000) and SHSAX (1000) have matching initial minimum investment requirements. MSVEX annual gain was more profitable for investors over the last year : -10.21 vs. SHSAX (-16.25).
| MSVEX | SHSAX | MSVEX / SHSAX | |
| Total Expense Ratio | 1.30 | 1.09 | 119% |
| Annual Report Gross Expense Ratio | 17.78 | 1.09 | 1,631% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | -2.595 | -3.555 | 73% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97M | 6.25B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -10.21 | -16.25 | 63% |
| Returns for 3 years | -4.78 | 0.40 | -1,197% |
| Returns for 5 years | N/A | -13.34 | - |
| Returns for 10 years | N/A | 12.07 | - |
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