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MUEAX vs VFIAX
MUEAX vs VFIAX Comparison
Open Charts MUEAX vs VFIAX
MFS Blended Research Core Equity A
Price$31.50
Change-$0.77 (-2.39%)
VolumeN/A
Net Assets1.35B
Vanguard 500 Index Admiral
Price$487.00
Change-$11.15 (-2.24%)
VolumeN/A
Net Assets1.32T
MUEAX vs VFIAX Comparison Chart
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MUEAX vs. VFIAX commentary
Apr 17, 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 MUEAX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MUEAX (1.35B). VFIAX pays higher dividends than MUEAX: VFIAX (1.35) vs MUEAX (0.63). MUEAX was incepted earlier than VFIAX: MUEAX (28 years) vs VFIAX (24 years). MUEAX (0.81) is less costly to investors than VFIAX (0.04). MUEAX is a more actively managed with annual turnover of: 44.00 vs. VFIAX (2.00). MUEAX has a lower initial minimum investment than VFIAX: MUEAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 6.88 vs. MUEAX (-4.42). VFIAX return over 5 years is better than : 87.78 vs. MUEAX (35.12).
| MUEAX | VFIAX | MUEAX / VFIAX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -8.842 | -8.206 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 1.32T | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 47% |
| Returns for 1 year | -4.42 | 6.88 | -64% |
| Returns for 3 years | 7.24 | 22.94 | 32% |
| Returns for 5 years | 35.12 | 87.78 | 40% |
| Returns for 10 years | 49.47 | 159.74 | 31% |
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