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MUEUX vs VFIAX
MUEUX vs VFIAX Comparison
Open Charts MUEUX vs VFIAX
MFS Blended Research Core Equity R4
Price$31.84
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets1.32B
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
MUEUX vs VFIAX Comparison Chart
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MUEUX vs. VFIAX commentary
Apr 18, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MUEUX (1.32B). VFIAX pays higher dividends than MUEUX: VFIAX (1.35) vs MUEUX (0.87). MUEUX was incepted earlier than VFIAX: MUEUX (17 years) vs VFIAX (24 years). MUEUX (0.56) is less costly to investors than VFIAX (0.04). MUEUX is a more actively managed with annual turnover of: 44.00 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 : 5.09 vs. MUEUX (-5.54). VFIAX return over 5 years is better than : 83.58 vs. MUEUX (35.52).
| MUEUX | VFIAX | MUEUX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -10.687 | -10.261 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.32T | 0% |
| Annual Yield % from dividends | 0.87 | 1.35 | 64% |
| Returns for 1 year | -5.54 | 5.09 | -109% |
| Returns for 3 years | 6.76 | 20.21 | 33% |
| Returns for 5 years | 35.52 | 83.58 | 43% |
| Returns for 10 years | 53.59 | 151.59 | 35% |
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