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MUETX vs VFIAX
MUETX vs VFIAX Comparison
Open Charts MUETX vs VFIAX
MFS Blended Research Core Equity R3
Price$36.11
Change-$0.63 (-1.71%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MUETX vs VFIAX Comparison Chart
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MUETX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MUETX (1.51B). 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 : 18.28 vs. MUETX (7.92). VFIAX return over 5 years is better than : 80.17 vs. MUETX (30.58).
| 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 | 2.411 | 2.414 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.41T | 0% |
| Annual Yield % from dividends | 0.61 | 1.32 | 46% |
| Returns for 1 year | 7.92 | 18.28 | 43% |
| Returns for 3 years | 23.61 | 39.78 | 59% |
| Returns for 5 years | 30.58 | 80.17 | 38% |
| Returns for 10 years | 70.58 | 184.37 | 38% |
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