Ad is loading...
MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$30.49
Change-$1.70 (-5.28%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
MUSBX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUSBX vs. VFIAX commentary
Apr 04, 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: 1.4T vs. MUSBX (1.43B). VFIAX pays higher dividends than MUSBX: VFIAX (1.35) vs MUSBX (0.00). MUSBX was incepted earlier than VFIAX: MUSBX (28 years) vs VFIAX (24 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 : 8.85 vs. MUSBX (-3.54). VFIAX return over 5 years is better than : 127.96 vs. MUSBX (57.89).
| 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 | 24 years | - |
| Gain YTD | -3.623 | -3.588 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -3.54 | 8.85 | -40% |
| Returns for 3 years | 6.70 | 23.83 | 28% |
| Returns for 5 years | 57.89 | 127.96 | 45% |
| Returns for 10 years | 46.05 | 173.02 | 27% |