Interact to see
Advertisement
Advertisement
MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$37.20
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets1.63B
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
MUSBX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MUSBX vs. VFIAX commentary
Nov 20, 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: 1.46T vs. MUSBX (1.63B). VFIAX pays higher dividends than MUSBX: VFIAX (1.11) vs MUSBX (0.00). MUSBX was incepted earlier than VFIAX: MUSBX (28 years) vs VFIAX (25 years). MUSBX (1.41) 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 : 11.89 vs. MUSBX (0.03). VFIAX return over 5 years is better than : 86.13 vs. MUSBX (29.26).
| MUSBX | VFIAX | MUSBX / VFIAX | |
| Total Expense Ratio | 1.41 | 0.04 | 3,525% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 3,525% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 11.377 | 12.722 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 1.46T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 0.03 | 11.89 | 0% |
| Returns for 3 years | 37.37 | 66.98 | 56% |
| Returns for 5 years | 29.26 | 86.13 | 34% |
| Returns for 10 years | 69.53 | 216.78 | 32% |