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MUETX vs VFIAX
MUETX vs VFIAX Comparison
Open Charts MUETX vs VFIAX
MFS Blended Research Core Equity R3
Price$36.05
Change+$0.34 (+0.95%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MUETX vs VFIAX Comparison Chart
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MUETX vs. VFIAX commentary
Jan 19, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MUETX (1.5B). VFIAX pays higher dividends than MUETX: VFIAX (1.32) vs MUETX (0.61). MUETX was incepted earlier than VFIAX: MUETX (16 years) vs VFIAX (24 years). MUETX is a more actively managed with annual turnover of: 48.00 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 : 25.54 vs. MUETX (15.42). VFIAX return over 5 years is better than : 80.23 vs. MUETX (30.77).
| MUETX | VFIAX | MUETX / 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 | 2.241 | 2.010 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.35T | 0% |
| Annual Yield % from dividends | 0.61 | 1.32 | 46% |
| Returns for 1 year | 15.42 | 25.54 | 60% |
| Returns for 3 years | 17.01 | 31.13 | 55% |
| Returns for 5 years | 30.77 | 80.23 | 38% |
| Returns for 10 years | 78.93 | 196.98 | 40% |