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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$37.05
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets1.68B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
MUERX vs VTSMX Comparison Chart in %
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MUERX vs. VTSMX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MUERX (1.68B). VTSMX pays higher dividends than MUERX: VTSMX (1.07) 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 : 15.63 vs. MUERX (4.72). VTSMX return over 5 years is better than : 96.53 vs. MUERX (39.91).
| 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 | 12.820 | 12.949 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 4.72 | 15.63 | 30% |
| Returns for 3 years | 52.34 | 80.25 | 65% |
| Returns for 5 years | 39.91 | 96.53 | 41% |
| Returns for 10 years | 88.61 | 249.92 | 35% |
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