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MUSBX vs VTSMX
MUSBX vs VTSMX Comparison
Open Charts MUSBX vs VTSMX
MFS Blended Research Core Equity B
Price$34.54
Change+$0.16 (+0.47%)
VolumeN/A
Net Assets1.52B
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
MUSBX vs VTSMX Comparison Chart
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MUSBX vs. VTSMX commentary
Jan 23, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MUSBX (1.52B). VTSMX pays higher dividends than MUSBX: VTSMX (1.26) vs MUSBX (0.00). MUSBX was incepted earlier than VTSMX: MUSBX (27 years) vs VTSMX (33 years). MUSBX is a more actively managed with annual turnover of: 48.00 vs. VTSMX (2.00). MUSBX has a lower initial minimum investment than VTSMX: MUSBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.81 vs. MUSBX (13.66). VTSMX return over 5 years is better than : 80.56 vs. MUSBX (26.57).
| MUSBX | VTSMX | MUSBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 3.413 | 3.752 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 13.66 | 24.81 | 55% |
| Returns for 3 years | 19.35 | 36.40 | 53% |
| Returns for 5 years | 26.57 | 80.56 | 33% |
| Returns for 10 years | 61.16 | 194.81 | 31% |
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