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MUEUX vs VFIAX
MUEUX vs VFIAX Comparison
Open Charts MUEUX vs VFIAX
MFS Blended Research Core Equity R4
Price$36.46
Change+$0.35 (+0.97%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MUEUX vs VFIAX Comparison Chart
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MUEUX vs. VFIAX commentary
Jan 19, 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 MUEUX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T 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 : 25.54 vs. MUEUX (15.83). VFIAX return over 5 years is better than : 80.23 vs. MUEUX (32.88).
| 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 | 2.272 | 2.010 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.35T | 0% |
| Annual Yield % from dividends | 0.83 | 1.32 | 63% |
| Returns for 1 year | 15.83 | 25.54 | 62% |
| Returns for 3 years | 18.13 | 31.13 | 58% |
| Returns for 5 years | 32.88 | 80.23 | 41% |
| Returns for 10 years | 84.35 | 196.98 | 43% |