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MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$34.54
Change+$0.16 (+0.47%)
VolumeN/A
Net Assets1.52B
Vanguard 500 Index Admiral
Price$561.98
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
MUSBX vs VFIAX Comparison Chart
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MUSBX vs. VFIAX commentary
Jan 23, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MUSBX (1.52B). VFIAX pays higher dividends than MUSBX: VFIAX (1.32) vs MUSBX (0.00). MUSBX was incepted earlier than VFIAX: MUSBX (27 years) vs VFIAX (24 years). MUSBX is a more actively managed with annual turnover of: 48.00 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 : 25.22 vs. MUSBX (13.66). VFIAX return over 5 years is better than : 84.80 vs. MUSBX (26.57).
| MUSBX | VFIAX | MUSBX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 3.413 | 3.541 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.35T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 13.66 | 25.22 | 54% |
| Returns for 3 years | 19.35 | 38.51 | 50% |
| Returns for 5 years | 26.57 | 84.80 | 31% |
| Returns for 10 years | 61.16 | 197.09 | 31% |