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MUESX vs VTSMX
MUESX vs VTSMX Comparison
Open Charts MUESX vs VTSMX
MFS Blended Research Core Equity R2
Price$30.08
Change-$1.66 (-5.23%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MUESX vs VTSMX Comparison Chart
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MUESX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MUESX (1.43B). VTSMX pays higher dividends than MUESX: VTSMX (1.25) vs MUESX (0.42). MUESX was incepted earlier than VTSMX: MUESX (17 years) vs VTSMX (33 years). MUESX (1.06) is less costly to investors than VTSMX (0.14). MUESX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). MUESX has a lower initial minimum investment than VTSMX: MUESX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. MUESX (-3.21). VTSMX return over 5 years is better than : 126.23 vs. MUESX (60.98).
| MUESX | VTSMX | MUESX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.06 | 0.14 | 757% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -3.526 | -3.986 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.81T | 0% |
| Annual Yield % from dividends | 0.42 | 1.25 | 33% |
| Returns for 1 year | -3.21 | 8.05 | -40% |
| Returns for 3 years | 7.96 | 21.01 | 38% |
| Returns for 5 years | 60.98 | 126.23 | 48% |
| Returns for 10 years | 53.72 | 166.80 | 32% |
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