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MUEVX vs VTSMX
MUEVX vs VTSMX Comparison
Open Charts MUEVX vs VTSMX
MFS Blended Research Core Equity R6
Price$37.12
Change+$0.36 (+0.98%)
VolumeN/A
Net Assets1.5B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
MUEVX vs VTSMX Comparison Chart
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MUEVX vs. VTSMX 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 MUEVX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MUEVX (1.5B). VTSMX pays higher dividends than MUEVX: VTSMX (1.26) vs MUEVX (0.90). MUEVX was incepted earlier than VTSMX: MUEVX (13 years) vs VTSMX (33 years). MUEVX is a more actively managed with annual turnover of: 48.00 vs. VTSMX (2.00). MUEVX has a lower initial minimum investment than VTSMX: MUEVX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. MUEVX (16.11). VTSMX return over 5 years is better than : 76.07 vs. MUEVX (32.64).
| MUEVX | VTSMX | MUEVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 2.259 | 2.241 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.78T | 0% |
| Annual Yield % from dividends | 0.90 | 1.26 | 71% |
| Returns for 1 year | 16.11 | 25.24 | 64% |
| Returns for 3 years | 17.38 | 28.94 | 60% |
| Returns for 5 years | 32.64 | 76.07 | 43% |
| Returns for 10 years | 81.11 | 194.99 | 42% |
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