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MUSEX vs VFINX
MUSEX vs VFINX Comparison
Open Charts MUSEX vs VFINX
MFS Blended Research Core Equity I
Price$36.76
Change+$0.28 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.24
Change+$2.41 (+0.44%)
VolumeN/A
CapitalizationN/A
MUSEX vs VFINX Comparison Chart
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MUSEX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MUSEX (1.48B). VFINX pays higher dividends than MUSEX: VFINX (1.24) vs MUSEX (0.81). MUSEX was incepted earlier than VFINX: MUSEX (31 years) vs VFINX (48 years). MUSEX is a more actively managed with annual turnover of: 48.00 vs. VFINX (2.00). MUSEX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 26.11 vs. MUSEX (16.62). VFINX return over 5 years is better than : 86.05 vs. MUSEX (36.26).
| MUSEX | VFINX | MUSEX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 48 years | - |
| Gain YTD | 16.329 | 25.680 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.37T | 0% |
| Annual Yield % from dividends | 0.81 | 1.24 | 66% |
| Returns for 1 year | 16.62 | 26.11 | 64% |
| Returns for 3 years | 12.94 | 26.88 | 48% |
| Returns for 5 years | 36.26 | 86.05 | 42% |
| Returns for 10 years | 72.66 | 187.38 | 39% |