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MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$34.17
Change-$0.59 (-1.70%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MUSBX vs VFIAX Comparison Chart
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MUSBX vs. VFIAX commentary
Feb 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MUSBX (1.51B). VFIAX pays higher dividends than MUSBX: VFIAX (1.32) vs MUSBX (0.00). MUSBX was incepted earlier than VFIAX: MUSBX (28 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 : 18.28 vs. MUSBX (6.61). VFIAX return over 5 years is better than : 80.17 vs. MUSBX (23.54).
| MUSBX | VFIAX | MUSBX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.305 | 2.414 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 6.61 | 18.28 | 36% |
| Returns for 3 years | 19.73 | 39.78 | 50% |
| Returns for 5 years | 23.54 | 80.17 | 29% |
| Returns for 10 years | 53.39 | 184.37 | 29% |
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