Ad is loading...
MUETX vs VTSMX
MUETX vs VTSMX Comparison
Open Charts MUETX vs VTSMX
MFS Blended Research Core Equity R3
Price$32.12
Change+$0.56 (+1.77%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
MUETX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUETX vs. VTSMX commentary
Apr 25, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MUETX (1.34B). 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 : 3.51 vs. MUETX (-6.76). VTSMX return over 5 years is better than : 83.68 vs. MUETX (35.42).
| 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 | -10.493 | -10.527 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.7T | 0% |
| Annual Yield % from dividends | 0.61 | 1.25 | 49% |
| Returns for 1 year | -6.76 | 3.51 | -193% |
| Returns for 3 years | 8.50 | 21.32 | 40% |
| Returns for 5 years | 35.42 | 83.68 | 42% |
| Returns for 10 years | 48.70 | 144.72 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...