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MUERX vs VTSAX
MUERX vs VTSAX Comparison
Open Charts MUERX vs VTSAX
MFS Blended Research Core Equity R1
Price$31.60
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MUERX vs VTSAX Comparison Chart
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MUERX vs. VTSAX 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 MUERX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MUERX (1.43B). VTSAX pays higher dividends than MUERX: VTSAX (1.36) vs MUERX (0.00). MUERX was incepted earlier than VTSAX: MUERX (17 years) vs VTSAX (25 years). MUERX (1.56) is less costly to investors than VTSAX (0.04). MUERX is a more actively managed with annual turnover of: 44.00 vs. VTSAX (2.00). MUERX has a lower initial minimum investment than VTSAX: MUERX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. MUERX (-3.74). VTSAX return over 5 years is better than : 87.93 vs. MUERX (31.64).
| MUERX | VTSAX | MUERX / VTSAX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -4.294 | -4.657 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -3.74 | 7.85 | -48% |
| Returns for 3 years | 18.81 | 39.39 | 48% |
| Returns for 5 years | 31.64 | 87.93 | 36% |
| Returns for 10 years | 43.30 | 163.37 | 27% |
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