Ad is loading...
FXAIX vs MUETX
FXAIX vs MUETX Comparison
Open Charts FXAIX vs MUETX
MFS Blended Research Core Equity R3
Price$36.05
Change+$0.34 (+0.95%)
VolumeN/A
Net Assets1.5B
FXAIX vs MUETX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MUETX 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 MUETX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MUETX (1.5B). FXAIX pays higher dividends than MUETX: FXAIX (1.31) vs MUETX (0.61). FXAIX was incepted earlier than MUETX: FXAIX (14 years) vs MUETX (16 years). MUETX is a more actively managed with annual turnover of: 48.00 vs. FXAIX (3.00). FXAIX (0) and MUETX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. MUETX (15.42). FXAIX return over 5 years is better than : 94.81 vs. MUETX (30.77).
| FXAIX | MUETX | FXAIX / MUETX | |
| 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 | 2.241 | 90% |
| 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 | 0.61 | 214% |
| Returns for 1 year | 27.15 | 15.42 | 176% |
| Returns for 3 years | 37.22 | 17.01 | 219% |
| Returns for 5 years | 94.81 | 30.77 | 308% |
| Returns for 10 years | 222.48 | 78.93 | 282% |
View a ticker or compare two or three
VS
VS
Ad is loading...