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MUSEX vs VTSMX
MUSEX vs VTSMX Comparison
Open Charts MUSEX vs VTSMX
MFS Blended Research Core Equity I
Price$33.15
Change-$1.84 (-5.26%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MUSEX vs VTSMX Comparison Chart
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MUSEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MUSEX (1.43B). VTSMX pays higher dividends than MUSEX: VTSMX (1.25) vs MUSEX (0.85). 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 : 8.05 vs. MUSEX (-1.90). VTSMX return over 5 years is better than : 126.23 vs. MUSEX (68.45).
| 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 | -3.396 | -3.986 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.81T | 0% |
| Annual Yield % from dividends | 0.85 | 1.25 | 68% |
| Returns for 1 year | -1.90 | 8.05 | -24% |
| Returns for 3 years | 10.20 | 21.01 | 49% |
| Returns for 5 years | 68.45 | 126.23 | 54% |
| Returns for 10 years | 62.87 | 166.80 | 38% |
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