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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$34.00
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.53B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
MUERX vs VTSMX Comparison Chart
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MUERX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MUERX (1.53B). 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 : 24.48 vs. MUERX (13.56). VTSMX return over 5 years is better than : 83.05 vs. MUERX (28.83).
| 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 | 3.532 | 2.986 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 13.56 | 24.48 | 55% |
| Returns for 3 years | 15.58 | 31.83 | 49% |
| Returns for 5 years | 28.83 | 83.05 | 35% |
| Returns for 10 years | 63.18 | 196.61 | 32% |
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