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MUSEX vs VFINX
MUSEX vs VFINX Comparison
Open Charts MUSEX vs VFINX
MFS Blended Research Core Equity I
Price$33.15
Change-$1.84 (-5.26%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
MUSEX vs VFINX Comparison Chart
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MUSEX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. MUSEX (1.43B). VFINX pays higher dividends than MUSEX: VFINX (1.24) vs MUSEX (0.85). MUSEX was incepted earlier than VFINX: MUSEX (31 years) vs VFINX (49 years). MUSEX (0.56) is less costly to investors than VFINX (0.14). MUSEX is a more actively managed with annual turnover of: 44.00 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 : 8.85 vs. MUSEX (-1.90). VFINX return over 5 years is better than : 127.97 vs. MUSEX (68.45).
| MUSEX | VFINX | MUSEX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 31 years | 49 years | - |
| Gain YTD | -3.396 | -3.587 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 0.85 | 1.24 | 69% |
| Returns for 1 year | -1.90 | 8.85 | -21% |
| Returns for 3 years | 10.20 | 23.83 | 43% |
| Returns for 5 years | 68.45 | 127.97 | 53% |
| Returns for 10 years | 62.87 | 173.04 | 36% |
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