Interact to see
Advertisement
Advertisement
MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$38.02
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets1.69B
Vanguard 500 Index Admiral
Price$621.76
Change-$1.70 (-0.27%)
VolumeN/A
Net Assets1.41T
MUSBX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MUSBX vs. VFIAX commentary
Oct 10, 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 MUSBX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MUSBX (1.69B). VFIAX pays higher dividends than MUSBX: VFIAX (1.14) vs MUSBX (0.00). MUSBX was incepted earlier than VFIAX: MUSBX (28 years) vs VFIAX (25 years). MUSBX (1.56) is less costly to investors than VFIAX (0.04). MUSBX is a more actively managed with annual turnover of: 44.00 vs. VFIAX (2.00). MUSBX has a lower initial minimum investment than VFIAX: MUSBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 16.67 vs. MUSBX (4.77). VFIAX return over 5 years is better than : 94.47 vs. MUSBX (35.12).
| MUSBX | VFIAX | MUSBX / VFIAX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 13.832 | 14.909 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.14 | - |
| Returns for 1 year | 4.77 | 16.67 | 29% |
| Returns for 3 years | 53.37 | 87.21 | 61% |
| Returns for 5 years | 35.12 | 94.47 | 37% |
| Returns for 10 years | 78.21 | 235.31 | 33% |