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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$29.24
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets1.32B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
MUERX vs VTSMX Comparison Chart
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MUERX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MUERX (1.32B). VTSMX pays higher dividends than MUERX: VTSMX (1.25) vs MUERX (0.00). MUERX was incepted earlier than VTSMX: MUERX (17 years) vs VTSMX (33 years). MUERX (1.56) is less costly to investors than VTSMX (0.14). MUERX is a more actively managed with annual turnover of: 44.00 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 : 4.35 vs. MUERX (-7.17). VTSMX return over 5 years is better than : 80.93 vs. MUERX (25.44).
| MUERX | VTSMX | MUERX / VTSMX | |
| Total Expense Ratio | 1.49 | 0.14 | 1,064% |
| Annual Report Gross Expense Ratio | 1.56 | 0.14 | 1,114% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -10.962 | -10.853 | 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 | 1.25 | - |
| Returns for 1 year | -7.17 | 4.35 | -165% |
| Returns for 3 years | 2.06 | 17.53 | 12% |
| Returns for 5 years | 25.44 | 80.93 | 31% |
| Returns for 10 years | 33.97 | 145.67 | 23% |