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MUERX vs VTSAX
MUERX vs VTSAX Comparison
Open Charts MUERX vs VTSAX
MFS Blended Research Core Equity R1
Price$29.24
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets1.32B
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
MUERX vs VTSAX Comparison Chart
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MUERX vs. VTSAX commentary
Apr 18, 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: 1.7T vs. MUERX (1.32B). VTSAX pays higher dividends than MUERX: VTSAX (1.35) vs MUERX (0.00). MUERX was incepted earlier than VTSAX: MUERX (17 years) vs VTSAX (24 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 : 4.35 vs. MUERX (-7.17). VTSAX return over 5 years is better than : 80.96 vs. MUERX (25.44).
| 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 | 24 years | - |
| Gain YTD | -10.962 | -10.856 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -7.17 | 4.35 | -165% |
| Returns for 3 years | 2.06 | 17.54 | 12% |
| Returns for 5 years | 25.44 | 80.96 | 31% |
| Returns for 10 years | 33.97 | 146.20 | 23% |