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MUSEX vs VFIAX
MUSEX vs VFIAX Comparison
Open Charts MUSEX vs VFIAX
MFS Blended Research Core Equity I
Price$37.11
Change-$0.64 (-1.70%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MUSEX vs VFIAX Comparison Chart
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MUSEX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MUSEX (1.51B). VFIAX pays higher dividends than MUSEX: VFIAX (1.32) vs MUSEX (0.81). MUSEX was incepted earlier than VFIAX: MUSEX (31 years) vs VFIAX (24 years). MUSEX is a more actively managed with annual turnover of: 48.00 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 : 18.28 vs. MUSEX (8.48). VFIAX return over 5 years is better than : 80.17 vs. MUSEX (31.81).
| MUSEX | VFIAX | MUSEX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 2.457 | 2.414 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.41T | 0% |
| Annual Yield % from dividends | 0.81 | 1.32 | 61% |
| Returns for 1 year | 8.48 | 18.28 | 46% |
| Returns for 3 years | 23.70 | 39.78 | 60% |
| Returns for 5 years | 31.81 | 80.17 | 40% |
| Returns for 10 years | 71.05 | 184.37 | 39% |
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