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MUESX vs VFIAX
MUESX vs VFIAX Comparison
Open Charts MUESX vs VFIAX
MFS Blended Research Core Equity R2
Price$33.14
Change+$0.38 (+1.16%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
MUESX vs VFIAX Comparison Chart
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MUESX vs. VFIAX commentary
Dec 23, 2024
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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MUESX (1.48B). VFIAX pays higher dividends than MUESX: VFIAX (1.32) vs MUESX (0.48). MUESX was incepted earlier than VFIAX: MUESX (16 years) vs VFIAX (24 years). MUESX is a more actively managed with annual turnover of: 48.00 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 : 25.43 vs. MUESX (14.40). VFIAX return over 5 years is better than : 84.86 vs. MUESX (29.24).
| MUESX | VFIAX | MUESX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.895 | 24.793 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.37T | 0% |
| Annual Yield % from dividends | 0.48 | 1.32 | 36% |
| Returns for 1 year | 14.40 | 25.43 | 57% |
| Returns for 3 years | 11.57 | 28.07 | 41% |
| Returns for 5 years | 29.24 | 84.86 | 34% |
| Returns for 10 years | 62.10 | 186.22 | 33% |
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