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MUESX vs VFIAX
MUESX vs VFIAX Comparison
Open Charts MUESX vs VFIAX
MFS Blended Research Core Equity R2
Price$30.08
Change-$1.66 (-5.23%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
MUESX vs VFIAX Comparison Chart
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MUESX vs. VFIAX commentary
Apr 05, 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 MUESX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MUESX (1.43B). VFIAX pays higher dividends than MUESX: VFIAX (1.35) vs MUESX (0.42). MUESX was incepted earlier than VFIAX: MUESX (17 years) vs VFIAX (24 years). MUESX (1.06) is less costly to investors than VFIAX (0.04). MUESX is a more actively managed with annual turnover of: 44.00 vs. VFIAX (2.00). MUESX has a lower initial minimum investment than VFIAX: MUESX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.85 vs. MUESX (-3.21). VFIAX return over 5 years is better than : 127.96 vs. MUESX (60.98).
| MUESX | VFIAX | MUESX / VFIAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -3.526 | -3.588 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 0.42 | 1.35 | 31% |
| Returns for 1 year | -3.21 | 8.85 | -36% |
| Returns for 3 years | 7.96 | 23.83 | 33% |
| Returns for 5 years | 60.98 | 127.96 | 48% |
| Returns for 10 years | 53.72 | 173.02 | 31% |