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MUSBX vs VFINX
MUSBX vs VFINX Comparison
Open Charts MUSBX vs VFINX
MFS Blended Research Core Equity B
Price$35.42
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets1.53B
Vanguard 500 Index Investor
Price$574.79
Change+$2.73 (+0.48%)
VolumeN/A
Net Assets1.43T
MUSBX vs VFINX Comparison Chart in %
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MUSBX vs. VFINX commentary
Jul 03, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. MUSBX (1.53B). VFINX pays higher dividends than MUSBX: VFINX (1.12) vs MUSBX (0.00). MUSBX was incepted earlier than VFINX: MUSBX (28 years) vs VFINX (49 years). MUSBX (1.56) is less costly to investors than VFINX (0.14). MUSBX is a more actively managed with annual turnover of: 44.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MUSBX: VFINX (0) vs MUSBX (1000). VFINX annual gain was more profitable for investors over the last year : 12.58 vs. MUSBX (1.14). VFINX return over 5 years is better than : 98.22 vs. MUSBX (38.73).
| MUSBX | VFINX | MUSBX / VFINX | |
| Total Expense Ratio | 1.49 | 0.14 | 1,064% |
| Annual Report Gross Expense Ratio | 1.56 | 0.14 | 1,114% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | 6.048 | 5.404 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.43T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 1.14 | 12.58 | 9% |
| Returns for 3 years | 37.07 | 62.18 | 60% |
| Returns for 5 years | 38.73 | 98.22 | 39% |
| Returns for 10 years | 59.42 | 198.88 | 30% |
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