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MUERX vs VTSMX
MUERX vs VTSMX Comparison
Open Charts MUERX vs VTSMX
MFS Blended Research Core Equity R1
Price$37.19
Change-$0.58 (-1.54%)
VolumeN/A
Net Assets1.69B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MUERX vs VTSMX Comparison Chart in %
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MUERX vs. VTSMX commentary
Nov 14, 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 MUERX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MUERX (1.69B). VTSMX pays higher dividends than MUERX: VTSMX (1.02) vs MUERX (0.00). MUERX was incepted earlier than VTSMX: MUERX (17 years) vs VTSMX (34 years). MUERX (1.41) is less costly to investors than VTSMX (0.14). MUERX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). MUERX has a lower initial minimum investment than VTSMX: MUERX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MUERX (0.13). VTSMX return over 5 years is better than : 83.98 vs. MUERX (29.76).
| MUERX | VTSMX | MUERX / VTSMX | |
| Total Expense Ratio | 1.41 | 0.14 | 1,007% |
| Annual Report Gross Expense Ratio | 1.41 | 0.14 | 1,007% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 13.246 | 15.972 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 0.13 | 13.42 | 1% |
| Returns for 3 years | 39.95 | 68.22 | 59% |
| Returns for 5 years | 29.76 | 83.98 | 35% |
| Returns for 10 years | 74.90 | 235.40 | 32% |
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