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MUETX vs VFINX
MUETX vs VFINX Comparison
Open Charts MUETX vs VFINX
MFS Blended Research Core Equity R3
Price$32.25
Change-$1.79 (-5.26%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
MUETX vs VFINX Comparison Chart
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MUETX vs. VFINX commentary
Apr 04, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. MUETX (1.43B). VFINX pays higher dividends than MUETX: VFINX (1.24) vs MUETX (0.61). MUETX was incepted earlier than VFINX: MUETX (17 years) vs VFINX (49 years). MUETX (0.81) is less costly to investors than VFINX (0.14). MUETX is a more actively managed with annual turnover of: 44.00 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 : 8.85 vs. MUETX (-2.39). VFINX return over 5 years is better than : 127.97 vs. MUETX (66.84).
| MUETX | VFINX | MUETX / VFINX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 17 years | 49 years | - |
| Gain YTD | -3.460 | -3.587 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 0.61 | 1.24 | 49% |
| Returns for 1 year | -2.39 | 8.85 | -27% |
| Returns for 3 years | 10.14 | 23.83 | 43% |
| Returns for 5 years | 66.84 | 127.97 | 52% |
| Returns for 10 years | 62.41 | 173.04 | 36% |