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MUSBX vs VFINX
MUSBX vs VFINX Comparison
Open Charts MUSBX vs VFINX
MFS Blended Research Core Equity B
Price$30.49
Change-$1.70 (-5.28%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
MUSBX vs VFINX Comparison Chart
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MUSBX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. MUSBX (1.43B). VFINX pays higher dividends than MUSBX: VFINX (1.24) 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 : 8.85 vs. MUSBX (-3.54). VFINX return over 5 years is better than : 127.97 vs. MUSBX (57.89).
| 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 | -3.623 | -3.587 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -3.54 | 8.85 | -40% |
| Returns for 3 years | 6.70 | 23.83 | 28% |
| Returns for 5 years | 57.89 | 127.97 | 45% |
| Returns for 10 years | 46.05 | 173.04 | 27% |
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