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MUSEX vs VFIAX
MUSEX vs VFIAX Comparison
Open Charts MUSEX vs VFIAX
MFS Blended Research Core Equity I
Price$33.15
Change-$1.84 (-5.26%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
MUSEX vs VFIAX Comparison Chart
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MUSEX vs. VFIAX commentary
Apr 04, 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 MUSEX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MUSEX (1.43B). VFIAX pays higher dividends than MUSEX: VFIAX (1.35) vs MUSEX (0.85). MUSEX was incepted earlier than VFIAX: MUSEX (31 years) vs VFIAX (24 years). MUSEX (0.56) is less costly to investors than VFIAX (0.04). MUSEX is a more actively managed with annual turnover of: 44.00 vs. VFIAX (2.00). MUSEX has a lower initial minimum investment than VFIAX: MUSEX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.85 vs. MUSEX (-1.90). VFIAX return over 5 years is better than : 127.96 vs. MUSEX (68.45).
| MUSEX | VFIAX | MUSEX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -3.396 | -3.588 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 0.85 | 1.35 | 63% |
| Returns for 1 year | -1.90 | 8.85 | -21% |
| Returns for 3 years | 10.20 | 23.83 | 43% |
| Returns for 5 years | 68.45 | 127.96 | 53% |
| Returns for 10 years | 62.87 | 173.02 | 36% |
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