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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$36.33
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets1.65B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
MUERX vs VTSMX Comparison Chart in %
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MUERX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. MUERX (1.65B). 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 : 18.03 vs. MUERX (6.88). VTSMX return over 5 years is better than : 84.94 vs. MUERX (31.32).
| 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 | 10.627 | 10.330 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 6.88 | 18.03 | 38% |
| Returns for 3 years | 39.11 | 63.63 | 61% |
| Returns for 5 years | 31.32 | 84.94 | 37% |
| Returns for 10 years | 76.41 | 224.15 | 34% |
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