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MUETX vs VFIAX
MUETX vs VFIAX Comparison
Open Charts MUETX vs VFIAX
MFS Blended Research Core Equity R3
Price$35.14
Change-$1.03 (-2.85%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
MUETX vs VFIAX Comparison Chart
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MUETX vs. VFIAX commentary
Dec 19, 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 MUETX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T 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 : 23.64 vs. MUETX (17.91). VFIAX return over 5 years is better than : 83.03 vs. MUETX (37.16).
| 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 | 17.000 | 23.552 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.37T | 0% |
| Annual Yield % from dividends | 0.61 | 1.32 | 46% |
| Returns for 1 year | 17.91 | 23.64 | 76% |
| Returns for 3 years | 16.70 | 27.13 | 62% |
| Returns for 5 years | 37.16 | 83.03 | 45% |
| Returns for 10 years | 75.24 | 185.01 | 41% |
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