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MUSEX vs VFIAX
MUSEX vs VFIAX Comparison
Open Charts MUSEX vs VFIAX
MFS Blended Research Core Equity I
Price$36.76
Change+$0.28 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.15
Change+$2.29 (+0.42%)
VolumeN/A
CapitalizationN/A
MUSEX vs VFIAX Comparison Chart
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MUSEX vs. VFIAX commentary
Dec 24, 2024
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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MUSEX (1.48B). 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 : 26.15 vs. MUSEX (16.62). VFIAX return over 5 years is better than : 86.09 vs. MUSEX (36.26).
| 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 | 16.329 | 25.712 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.37T | 0% |
| Annual Yield % from dividends | 0.81 | 1.32 | 61% |
| Returns for 1 year | 16.62 | 26.15 | 64% |
| Returns for 3 years | 12.94 | 26.91 | 48% |
| Returns for 5 years | 36.26 | 86.09 | 42% |
| Returns for 10 years | 72.66 | 187.42 | 39% |