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MUESX vs VFIAX
MUESX vs VFIAX Comparison
Open Charts MUESX vs VFIAX
MFS Blended Research Core Equity R2
Price$34.07
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.53B
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
MUESX vs VFIAX Comparison Chart
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MUESX vs. VFIAX 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 MUESX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MUESX (1.53B). 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 : 24.73 vs. MUESX (14.16). VFIAX return over 5 years is better than : 87.32 vs. MUESX (32.11).
| 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 | 3.556 | 2.751 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.35T | 0% |
| Annual Yield % from dividends | 0.48 | 1.32 | 36% |
| Returns for 1 year | 14.16 | 24.73 | 57% |
| Returns for 3 years | 17.34 | 33.85 | 51% |
| Returns for 5 years | 32.11 | 87.32 | 37% |
| Returns for 10 years | 71.94 | 199.28 | 36% |
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