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MUEAX vs VTSMX
MUEAX vs VTSMX Comparison
Open Charts MUEAX vs VTSMX
MFS Blended Research Core Equity A
Price$38.81
Change-$0.20 (-0.51%)
VolumeN/A
Net Assets1.63B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MUEAX vs VTSMX Comparison Chart in %
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MUEAX vs. VTSMX commentary
Aug 20, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MUEAX (1.63B). VTSMX pays higher dividends than MUEAX: VTSMX (1.09) vs MUEAX (0.57). 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 : 14.18 vs. MUEAX (4.41). VTSMX return over 5 years is better than : 83.88 vs. MUEAX (37.90).
| 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 | 9.633 | 8.642 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 1.91T | 0% |
| Annual Yield % from dividends | 0.57 | 1.09 | 52% |
| Returns for 1 year | 4.41 | 14.18 | 31% |
| Returns for 3 years | 30.26 | 48.99 | 62% |
| Returns for 5 years | 37.90 | 83.88 | 45% |
| Returns for 10 years | 88.42 | 219.51 | 40% |
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