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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$36.58
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets1.63B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
MUERX vs VTSMX Comparison Chart in %
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MUERX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MUERX (1.63B). VTSMX pays higher dividends than MUERX: VTSMX (1.02) vs MUERX (0.00). MUERX was incepted earlier than VTSMX: MUERX (17 years) vs VTSMX (34 years). MUERX (1.41) 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 : 10.79 vs. MUERX (-0.14). VTSMX return over 5 years is better than : 77.62 vs. MUERX (28.57).
| MUERX | VTSMX | MUERX / VTSMX | |
| Total Expense Ratio | 1.41 | 0.14 | 1,007% |
| Annual Report Gross Expense Ratio | 1.41 | 0.14 | 1,007% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 11.389 | 11.948 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -0.14 | 10.79 | -1% |
| Returns for 3 years | 36.93 | 63.83 | 58% |
| Returns for 5 years | 28.57 | 77.62 | 37% |
| Returns for 10 years | 69.33 | 213.77 | 32% |
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