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MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$33.65
Change+$0.39 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
MUSBX vs VFIAX Comparison Chart
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MUSBX vs. VFIAX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MUSBX (1.48B). 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 : 25.43 vs. MUSBX (13.99). VFIAX return over 5 years is better than : 84.86 vs. MUSBX (26.69).
| 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 | 13.529 | 24.793 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 13.99 | 25.43 | 55% |
| Returns for 3 years | 10.26 | 28.07 | 37% |
| Returns for 5 years | 26.69 | 84.86 | 31% |
| Returns for 10 years | 54.04 | 186.22 | 29% |
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