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MUETX vs VFINX
MUETX vs VFINX Comparison
Open Charts MUETX vs VFINX
MFS Blended Research Core Equity R3
Price$35.14
Change-$1.03 (-2.85%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
MUETX vs VFINX Comparison Chart
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MUETX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MUETX (1.5B). VFINX pays higher dividends than MUETX: VFINX (1.24) vs MUETX (0.61). MUETX was incepted earlier than VFINX: MUETX (16 years) vs VFINX (48 years). MUETX is a more actively managed with annual turnover of: 48.00 vs. VFINX (2.00). MUETX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 23.60 vs. MUETX (17.91). VFINX return over 5 years is better than : 82.99 vs. MUETX (37.16).
| MUETX | VFINX | MUETX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 48 years | - |
| Gain YTD | 17.000 | 23.522 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.37T | 0% |
| Annual Yield % from dividends | 0.61 | 1.24 | 50% |
| Returns for 1 year | 17.91 | 23.60 | 76% |
| Returns for 3 years | 16.70 | 27.13 | 62% |
| Returns for 5 years | 37.16 | 82.99 | 45% |
| Returns for 10 years | 75.24 | 184.96 | 41% |
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