Ad is loading...
FXAIX vs MUERX
FXAIX vs MUERX Comparison
Open Charts FXAIX vs MUERX
MFS Blended Research Core Equity R1
Price$29.24
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets1.32B
FXAIX vs MUERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MUERX commentary
Apr 18, 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 Buy and MUERX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MUERX (1.32B). FXAIX pays higher dividends than MUERX: FXAIX (1.30) vs MUERX (0.00). FXAIX was incepted earlier than MUERX: FXAIX (14 years) vs MUERX (17 years). MUERX (1.56) is less costly to investors than FXAIX (0.01). MUERX is a more actively managed with annual turnover of: 44.00 vs. FXAIX (2.00). FXAIX (0) and MUERX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 6.45 vs. MUERX (-7.17). FXAIX return over 5 years is better than : 98.09 vs. MUERX (25.44).
| FXAIX | MUERX | FXAIX / MUERX | |
| Total Expense Ratio | 0.01 | 1.49 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.56 | 1% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -9.974 | -10.962 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 1.32B | 45,269% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 6.45 | -7.17 | -90% |
| Returns for 3 years | 25.76 | 2.06 | 1,248% |
| Returns for 5 years | 98.09 | 25.44 | 386% |
| Returns for 10 years | 174.86 | 33.97 | 515% |