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MUERX vs VFINX
MUERX vs VFINX Comparison
Open Charts MUERX vs VFINX
MFS Blended Research Core Equity R1
Price$33.60
Change-$0.59 (-1.73%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MUERX vs VFINX Comparison Chart
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MUERX vs. VFINX commentary
Feb 23, 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 MUERX is a StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MUERX (1.51B). VFINX pays higher dividends than MUERX: VFINX (1.24) vs MUERX (0.00). MUERX was incepted earlier than VFINX: MUERX (16 years) vs VFINX (49 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. VFINX (2.00). MUERX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 20.32 vs. MUERX (6.46). VFINX return over 5 years is better than : 83.30 vs. MUERX (22.87).
| MUERX | VFINX | MUERX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 49 years | - |
| Gain YTD | 2.314 | 4.174 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 6.46 | 20.32 | 32% |
| Returns for 3 years | 19.32 | 42.20 | 46% |
| Returns for 5 years | 22.87 | 83.30 | 27% |
| Returns for 10 years | 53.27 | 189.33 | 28% |
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