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MUEUX vs VFIAX
MUEUX vs VFIAX Comparison
Open Charts MUEUX vs VFIAX
MFS Blended Research Core Equity R4
Price$35.53
Change-$1.04 (-2.84%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
MUEUX vs VFIAX Comparison Chart
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MUEUX vs. VFIAX commentary
Dec 19, 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 MUEUX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MUEUX (1.5B). VFIAX pays higher dividends than MUEUX: VFIAX (1.32) vs MUEUX (0.83). MUEUX was incepted earlier than VFIAX: MUEUX (16 years) vs VFIAX (24 years). MUEUX is a more actively managed with annual turnover of: 48.00 vs. VFIAX (2.00). MUEUX has a lower initial minimum investment than VFIAX: MUEUX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. MUEUX (18.31). VFIAX return over 5 years is better than : 88.64 vs. MUEUX (39.38).
| MUEUX | VFIAX | MUEUX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 17.404 | 27.303 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.37T | 0% |
| Annual Yield % from dividends | 0.83 | 1.32 | 63% |
| Returns for 1 year | 18.31 | 27.64 | 66% |
| Returns for 3 years | 17.78 | 30.99 | 57% |
| Returns for 5 years | 39.38 | 88.64 | 44% |
| Returns for 10 years | 80.52 | 193.66 | 42% |
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