Interact to see
Advertisement
Advertisement
MUOCX vs VTSMX
MUOCX vs VTSMX Comparison
Open Charts MUOCX vs VTSMX
Morgan Stanley Instl US Core C
Price$28.21
Change-$0.35 (-1.23%)
VolumeN/A
Net Assets375.74M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MUOCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUOCX vs. VTSMX commentary
Jun 16, 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 MUOCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MUOCX (376M). VTSMX pays higher dividends than MUOCX: VTSMX (1.18) vs MUOCX (0.00). MUOCX was incepted earlier than VTSMX: MUOCX (9 years) vs VTSMX (33 years). MUOCX (1.85) is less costly to investors than VTSMX (0.14). MUOCX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). MUOCX has a lower initial minimum investment than VTSMX: MUOCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. MUOCX (8.50). MUOCX return over 5 years is better than : 105.76 vs. VTSMX (91.36).
| MUOCX | VTSMX | MUOCX / VTSMX | |
| Total Expense Ratio | 1.85 | 0.14 | 1,321% |
| Annual Report Gross Expense Ratio | 1.85 | 0.14 | 1,321% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.988 | 1.349 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 8.50 | 10.06 | 85% |
| Returns for 3 years | 55.34 | 57.59 | 96% |
| Returns for 5 years | 105.76 | 91.36 | 116% |
| Returns for 10 years | N/A | 178.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement