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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$36.38
Change-$0.57 (-1.54%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
MUERX vs VTSMX Comparison Chart
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MUERX 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 MUERX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MUERX (1.52B). VTSMX pays higher dividends than MUERX: VTSMX (1.26) vs MUERX (0.00). MUERX was incepted earlier than VTSMX: MUERX (16 years) vs VTSMX (33 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. VTSMX (2.00). MUERX has a lower initial minimum investment than VTSMX: MUERX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. MUERX (28.23). VTSMX return over 5 years is better than : 83.72 vs. MUERX (37.43).
| MUERX | VTSMX | MUERX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 24.589 | 22.392 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 28.23 | 30.52 | 93% |
| Returns for 3 years | 1.77 | 19.91 | 9% |
| Returns for 5 years | 37.43 | 83.72 | 45% |
| Returns for 10 years | 66.61 | 186.07 | 36% |