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FXAIX vs MUESX
FXAIX vs MUESX Comparison
Open Charts FXAIX vs MUESX
MFS Blended Research Core Equity R2
Price$30.08
Change-$1.66 (-5.23%)
VolumeN/A
Net Assets1.43B
FXAIX vs MUESX Comparison Chart
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FXAIX vs. MUESX commentary
Apr 05, 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 MUESX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MUESX (1.43B). FXAIX pays higher dividends than MUESX: FXAIX (1.30) vs MUESX (0.42). FXAIX was incepted earlier than MUESX: FXAIX (14 years) vs MUESX (17 years). MUESX (1.06) is less costly to investors than FXAIX (0.01). MUESX is a more actively managed with annual turnover of: 44.00 vs. FXAIX (2.00). FXAIX (0) and MUESX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. MUESX (-3.21). FXAIX return over 5 years is better than : 146.07 vs. MUESX (60.98).
| FXAIX | MUESX | FXAIX / MUESX | |
| Total Expense Ratio | 0.01 | 0.99 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.06 | 1% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -3.262 | -3.526 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 1.43B | 41,877% |
| Annual Yield % from dividends | 1.30 | 0.42 | 311% |
| Returns for 1 year | 10.29 | -3.21 | -320% |
| Returns for 3 years | 29.57 | 7.96 | 371% |
| Returns for 5 years | 146.07 | 60.98 | 240% |
| Returns for 10 years | 197.24 | 53.72 | 367% |