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MUSEX vs VTSMX
MUSEX vs VTSMX Comparison
Open Charts MUSEX vs VTSMX
MFS Blended Research Core Equity I
Price$36.07
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets1.45B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
MUSEX vs VTSMX Comparison Chart
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MUSEX vs. VTSMX commentary
May 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MUSEX (1.46B). VTSMX pays higher dividends than MUSEX: VTSMX (1.26) vs MUSEX (0.86). MUSEX was incepted earlier than VTSMX: MUSEX (31 years) vs VTSMX (33 years). MUSEX (0.56) is less costly to investors than VTSMX (0.14). MUSEX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). MUSEX has a lower initial minimum investment than VTSMX: MUSEX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. MUSEX (-0.18). VTSMX return over 5 years is better than : 92.91 vs. MUSEX (45.27).
| MUSEX | VTSMX | MUSEX / VTSMX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | -0.414 | -0.985 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 1.72T | 0% |
| Annual Yield % from dividends | 0.86 | 1.26 | 68% |
| Returns for 1 year | -0.18 | 9.50 | -2% |
| Returns for 3 years | 27.68 | 44.74 | 62% |
| Returns for 5 years | 45.27 | 92.91 | 49% |
| Returns for 10 years | 64.51 | 169.81 | 38% |