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FXAIX vs MUERX
FXAIX vs MUERX Comparison
Open Charts FXAIX vs MUERX
MFS Blended Research Core Equity R1
Price$32.74
Change-$0.96 (-2.85%)
VolumeN/A
CapitalizationN/A
FXAIX vs MUERX Comparison Chart
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FXAIX vs. MUERX commentary
Dec 19, 2024
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 StrongBuy and MUERX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B 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 : 29.40 vs. MUERX (16.29). FXAIX return over 5 years is better than : 104.23 vs. MUERX (29.05).
| 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 | 28.550 | 15.411 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 1.5B | 42,049% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 29.40 | 16.29 | 181% |
| Returns for 3 years | 37.14 | 12.65 | 294% |
| Returns for 5 years | 104.23 | 29.05 | 359% |
| Returns for 10 years | 217.91 | 57.48 | 379% |