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MUETX vs VTSMX
MUETX vs VTSMX Comparison
Open Charts MUETX vs VTSMX
MFS Blended Research Core Equity R3
Price$38.99
Change-$0.62 (-1.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
MUETX vs VTSMX Comparison Chart
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MUETX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MUETX (1.52B). 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 (30.52) and MUETX (29.41) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. MUETX (45.57).
| 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 | 25.410 | 22.392 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.73T | 0% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | 29.41 | 30.52 | 96% |
| Returns for 3 years | 5.56 | 19.91 | 28% |
| Returns for 5 years | 45.57 | 83.72 | 54% |
| Returns for 10 years | 84.39 | 186.07 | 45% |
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