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MUETX vs VTSMX
MUETX vs VTSMX Comparison
Open Charts MUETX vs VTSMX
MFS Blended Research Core Equity R3
Price$37.65
Change-$0.13 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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MUETX vs VTSMX Comparison Chart
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MUETX vs. VTSMX commentary
Sep 21, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MUETX (1.42B). VTSMX pays higher dividends than MUETX: VTSMX (1.26) vs MUETX (0.61). MUETX was incepted earlier than VTSMX: MUETX (16 years) vs VTSMX (32 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 (31.53) and MUETX (30.11) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.64 vs. MUETX (47.86).
| MUETX | VTSMX | MUETX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 21.100 | 18.617 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.72T | 0% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | 30.11 | 31.53 | 95% |
| Returns for 3 years | 9.65 | 25.35 | 38% |
| Returns for 5 years | 47.86 | 85.64 | 56% |
| Returns for 10 years | 82.93 | 187.59 | 44% |