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MUEAX vs VTSMX
MUEAX vs VTSMX Comparison
Open Charts MUEAX vs VTSMX
MFS Blended Research Core Equity A
Price$34.15
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MUEAX vs VTSMX Comparison Chart
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MUEAX vs. VTSMX commentary
May 09, 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: 1.72T vs. MUEAX (1.43B). VTSMX pays higher dividends than MUEAX: VTSMX (1.26) vs MUEAX (0.64). 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 : 7.85 vs. MUEAX (-2.20). VTSMX return over 5 years is better than : 87.92 vs. MUEAX (38.75).
| 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 | -4.068 | -4.660 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.72T | 0% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | -2.20 | 7.85 | -28% |
| Returns for 3 years | 18.04 | 39.37 | 46% |
| Returns for 5 years | 38.75 | 87.92 | 44% |
| Returns for 10 years | 54.81 | 162.78 | 34% |
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