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MUEAX vs VTSMX
MUEAX vs VTSMX Comparison
Open Charts MUEAX vs VTSMX
MFS Blended Research Core Equity A
Price$39.14
Change-$0.62 (-1.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
MUEAX vs VTSMX Comparison Chart
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MUEAX vs. VTSMX commentary
Nov 18, 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 MUEAX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MUEAX (1.52B). VTSMX pays higher dividends than MUEAX: VTSMX (1.26) vs MUEAX (0.64). MUEAX was incepted earlier than VTSMX: MUEAX (27 years) vs VTSMX (33 years). MUEAX is a more actively managed with annual turnover of: 48.00 vs. VTSMX (2.00). MUEAX has a lower initial minimum investment than VTSMX: MUEAX (1000) vs VTSMX (3000). VTSMX (30.52) and MUEAX (29.44) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. MUEAX (44.39).
| MUEAX | VTSMX | MUEAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 25.409 | 22.392 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.73T | 0% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 29.44 | 30.52 | 96% |
| Returns for 3 years | 4.67 | 19.91 | 23% |
| Returns for 5 years | 44.39 | 83.72 | 53% |
| Returns for 10 years | 79.57 | 186.07 | 43% |