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MUEAX vs VTSMX
MUEAX vs VTSMX Comparison
Open Charts MUEAX vs VTSMX
MFS Blended Research Core Equity A
Price$36.01
Change-$0.52 (-1.42%)
VolumeN/A
Net Assets1.48B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MUEAX vs VTSMX Comparison Chart
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MUEAX vs. VTSMX commentary
Jun 16, 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 MUEAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MUEAX (1.48B). VTSMX pays higher dividends than MUEAX: VTSMX (1.18) vs MUEAX (0.61). MUEAX was incepted earlier than VTSMX: MUEAX (28 years) vs VTSMX (33 years). MUEAX (0.81) is less costly to investors than VTSMX (0.14). MUEAX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). MUEAX has a lower initial minimum investment than VTSMX: MUEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. MUEAX (-0.98). VTSMX return over 5 years is better than : 91.36 vs. MUEAX (42.48).
| MUEAX | VTSMX | MUEAX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 1.723 | 1.349 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.82T | 0% |
| Annual Yield % from dividends | 0.61 | 1.18 | 51% |
| Returns for 1 year | -0.98 | 10.06 | -10% |
| Returns for 3 years | 36.96 | 57.59 | 64% |
| Returns for 5 years | 42.48 | 91.36 | 46% |
| Returns for 10 years | 64.09 | 178.92 | 36% |
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