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MUETX vs VFIAX
MUETX vs VFIAX Comparison
Open Charts MUETX vs VFIAX
MFS Blended Research Core Equity R3
Price$33.78
Change-$0.88 (-2.54%)
VolumeN/A
Net Assets1.44B
Vanguard 500 Index Admiral
Price$519.38
Change-$14.30 (-2.68%)
VolumeN/A
Net Assets1.4T
MUETX vs VFIAX Comparison Chart
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MUETX vs. VFIAX commentary
Mar 11, 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 MUETX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MUETX (1.45B). VFIAX pays higher dividends than MUETX: VFIAX (1.22) vs MUETX (0.58). MUETX was incepted earlier than VFIAX: MUETX (17 years) vs VFIAX (24 years). MUETX (0.81) is less costly to investors than VFIAX (0.04). MUETX is a more actively managed with annual turnover of: 44.00 vs. VFIAX (2.00). MUETX has a lower initial minimum investment than VFIAX: MUETX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 11.93 vs. MUETX (1.53). VFIAX return over 5 years is better than : 94.08 vs. MUETX (41.58).
| MUETX | VFIAX | MUETX / VFIAX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -1.702 | -1.673 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 1.4T | 0% |
| Annual Yield % from dividends | 0.58 | 1.22 | 48% |
| Returns for 1 year | 1.53 | 11.93 | 13% |
| Returns for 3 years | 22.92 | 38.44 | 60% |
| Returns for 5 years | 41.58 | 94.08 | 44% |
| Returns for 10 years | 68.82 | 182.28 | 38% |
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