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MUEAX vs VTSMX
MUEAX vs VTSMX Comparison
Open Charts MUEAX vs VTSMX
MFS Blended Research Core Equity A
Price$37.98
Change-$0.25 (-0.65%)
VolumeN/A
Net Assets1.54B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
MUEAX vs VTSMX Comparison Chart in %
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MUEAX vs. VTSMX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MUEAX (1.54B). VTSMX pays higher dividends than MUEAX: VTSMX (1.09) vs MUEAX (0.57). 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 : 21.79 vs. MUEAX (10.26). VTSMX return over 5 years is better than : 83.70 vs. MUEAX (37.13).
| 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 | 7.288 | 7.223 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.91T | 0% |
| Annual Yield % from dividends | 0.57 | 1.09 | 52% |
| Returns for 1 year | 10.26 | 21.79 | 47% |
| Returns for 3 years | 31.16 | 49.88 | 62% |
| Returns for 5 years | 37.13 | 83.70 | 44% |
| Returns for 10 years | 74.78 | 199.95 | 37% |
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