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MUETX vs VTSMX
MUETX vs VTSMX Comparison
Open Charts MUETX vs VTSMX
MFS Blended Research Core Equity R3
Price$32.25
Change-$1.79 (-5.26%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MUETX vs VTSMX Comparison Chart
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MUETX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MUETX (1.43B). VTSMX pays higher dividends than MUETX: VTSMX (1.25) vs MUETX (0.61). MUETX was incepted earlier than VTSMX: MUETX (17 years) vs VTSMX (33 years). MUETX (0.81) is less costly to investors than VTSMX (0.14). MUETX is a more actively managed with annual turnover of: 44.00 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 : 8.05 vs. MUETX (-2.39). VTSMX return over 5 years is better than : 126.23 vs. MUETX (66.84).
| MUETX | VTSMX | MUETX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -3.460 | -3.986 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.81T | 0% |
| Annual Yield % from dividends | 0.61 | 1.25 | 49% |
| Returns for 1 year | -2.39 | 8.05 | -30% |
| Returns for 3 years | 10.14 | 21.01 | 48% |
| Returns for 5 years | 66.84 | 126.23 | 53% |
| Returns for 10 years | 62.41 | 166.80 | 37% |