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MUETX vs VTSMX
MUETX vs VTSMX Comparison
Open Charts MUETX vs VTSMX
MFS Blended Research Core Equity R3
Price$36.11
Change-$0.63 (-1.71%)
VolumeN/A
Net Assets1.5B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
MUETX vs VTSMX Comparison Chart
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MUETX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MUETX (1.51B). VTSMX pays higher dividends than MUETX: VTSMX (1.26) vs MUETX (0.61). MUETX was incepted earlier than VTSMX: MUETX (16 years) vs VTSMX (33 years). MUETX is a more actively managed with annual turnover of: 48.00 vs. VTSMX (2.00). MUETX has a lower initial minimum investment than VTSMX: MUETX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. MUETX (7.92). VTSMX return over 5 years is better than : 74.84 vs. MUETX (30.58).
| MUETX | VTSMX | MUETX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 2.411 | 2.121 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.84T | 0% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | 7.92 | 17.60 | 45% |
| Returns for 3 years | 23.61 | 36.78 | 64% |
| Returns for 5 years | 30.58 | 74.84 | 41% |
| Returns for 10 years | 70.58 | 180.15 | 39% |
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