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MEPSX vs VVIAX
MEPSX vs VVIAX Comparison
Open Charts MEPSX vs VVIAX
MassMutual Disciplined Value R5
Price$15.75
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MEPSX vs VVIAX Comparison Chart
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MEPSX vs. VVIAX commentary
Nov 08, 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 MEPSX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX (2.36) and MEPSX (2.30) have matching dividends . MEPSX was incepted earlier than VVIAX: MEPSX (20 years) vs VVIAX (24 years). MEPSX is a more actively managed with annual turnover of: 70.00 vs. VVIAX (10.00). MEPSX has a lower initial minimum investment than VVIAX: MEPSX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 29.52 vs. MEPSX (27.89). VVIAX return over 5 years is better than : 52.56 vs. MEPSX (17.80).
| MEPSX | VVIAX | MEPSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 22.420 | 18.969 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 184B | - |
| Annual Yield % from dividends | 2.30 | 2.36 | 98% |
| Returns for 1 year | 27.89 | 29.52 | 94% |
| Returns for 3 years | -4.65 | 22.63 | -21% |
| Returns for 5 years | 17.80 | 52.56 | 34% |
| Returns for 10 years | 18.13 | 113.59 | 16% |