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MUEAX vs VTSMX
MUEAX vs VTSMX Comparison
Open Charts MUEAX vs VTSMX
MFS Blended Research Core Equity A
Price$31.50
Change-$0.77 (-2.39%)
VolumeN/A
Net Assets1.35B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
MUEAX vs VTSMX Comparison Chart
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MUEAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MUEAX (1.35B). VTSMX pays higher dividends than MUEAX: VTSMX (1.25) vs MUEAX (0.63). MUEAX was incepted earlier than VTSMX: MUEAX (28 years) vs VTSMX (33 years). MUEAX (0.81) is less costly to investors than VTSMX (0.14). MUEAX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). MUEAX has a lower initial minimum investment than VTSMX: MUEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.93 vs. MUEAX (-4.42). VTSMX return over 5 years is better than : 84.81 vs. MUEAX (35.12).
| MUEAX | VTSMX | MUEAX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -8.842 | -8.945 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 1.7T | 0% |
| Annual Yield % from dividends | 0.63 | 1.25 | 51% |
| Returns for 1 year | -4.42 | 5.93 | -74% |
| Returns for 3 years | 7.24 | 19.82 | 37% |
| Returns for 5 years | 35.12 | 84.81 | 41% |
| Returns for 10 years | 49.47 | 153.17 | 32% |
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