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FXAIX vs MUERX
FXAIX vs MUERX Comparison
Open Charts FXAIX vs MUERX
MFS Blended Research Core Equity R1
Price$33.56
Change+$0.31 (+0.93%)
VolumeN/A
Net Assets1.5B
FXAIX vs MUERX Comparison Chart
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FXAIX vs. MUERX commentary
Jan 19, 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 FXAIX is a Hold and MUERX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MUERX (1.5B). FXAIX pays higher dividends than MUERX: FXAIX (1.31) vs MUERX (0.00). FXAIX was incepted earlier than MUERX: FXAIX (14 years) vs MUERX (16 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. FXAIX (3.00). FXAIX (0) and MUERX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. MUERX (13.80). FXAIX return over 5 years is better than : 94.81 vs. MUERX (23.03).
| FXAIX | MUERX | FXAIX / MUERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.013 | 2.192 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 1.5B | 41,157% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 27.15 | 13.80 | 197% |
| Returns for 3 years | 37.22 | 12.94 | 288% |
| Returns for 5 years | 94.81 | 23.03 | 412% |
| Returns for 10 years | 222.48 | 60.77 | 366% |
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