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MSVEX vs VHCIX
MSVEX vs VHCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 19.9B vs. MSVEX (2.4M). VHCIX pays higher dividends than MSVEX: VHCIX (1.61) vs MSVEX (1.22). MSVEX was incepted earlier than VHCIX: MSVEX (4 years) vs VHCIX (22 years). MSVEX (17.78) is less costly to investors than VHCIX (0.09). MSVEX is a more actively managed with annual turnover of: 19.00 vs. VHCIX (4.00). MSVEX has a lower initial minimum investment than VHCIX: MSVEX (1000) vs VHCIX (100000). MSVEX annual gain was more profitable for investors over the last year : 15.87 vs. VHCIX (14.22).
| MSVEX | VHCIX | MSVEX / VHCIX | |
| Total Expense Ratio | 1.30 | 0.09 | 1,444% |
| Annual Report Gross Expense Ratio | 17.78 | 0.09 | 19,756% |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 2.443 | 1.980 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4M | 19.9B | 0% |
| Annual Yield % from dividends | 1.22 | 1.61 | 76% |
| Returns for 1 year | 15.87 | 14.22 | 112% |
| Returns for 3 years | 10.23 | 18.27 | 56% |
| Returns for 5 years | N/A | 26.74 | - |
| Returns for 10 years | N/A | 141.72 | - |
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