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MUSBX vs VTSAX
MUSBX vs VTSAX Comparison
Open Charts MUSBX vs VTSAX
MFS Blended Research Core Equity B
Price$33.89
Change-$0.62 (-1.80%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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MUSBX vs VTSAX Comparison Chart
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MUSBX vs. VTSAX commentary
Sep 08, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MUSBX (1.34B). VTSAX pays higher dividends than MUSBX: VTSAX (1.35) vs MUSBX (0.00). MUSBX was incepted earlier than VTSAX: MUSBX (27 years) vs VTSAX (24 years). MUSBX is a more actively managed with annual turnover of: 48.00 vs. VTSAX (2.00). MUSBX has a lower initial minimum investment than VTSAX: MUSBX (1000) vs VTSAX (3000). VTSAX (22.24) and MUSBX (21.17) have marching annual gain over last year. VTSAX return over 5 years is better than : 79.35 vs. MUSBX (36.85).
| MUSBX | VTSAX | MUSBX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 16.430 | 14.262 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 21.17 | 22.24 | 95% |
| Returns for 3 years | -1.79 | 15.98 | -11% |
| Returns for 5 years | 36.85 | 79.35 | 46% |
| Returns for 10 years | 58.01 | 173.57 | 33% |