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MUSBX vs VTSMX
MUSBX vs VTSMX Comparison
Open Charts MUSBX vs VTSMX
MFS Blended Research Core Equity B
Price$34.19
Change+$0.37 (+1.09%)
VolumeN/A
Net Assets1.48B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
MUSBX vs VTSMX Comparison Chart
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MUSBX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MUSBX (1.48B). VTSMX pays higher dividends than MUSBX: VTSMX (1.18) vs MUSBX (0.00). MUSBX was incepted earlier than VTSMX: MUSBX (28 years) vs VTSMX (33 years). MUSBX (1.56) is less costly to investors than VTSMX (0.14). MUSBX is a more actively managed with annual turnover of: 44.00 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 : 10.96 vs. MUSBX (-0.91). VTSMX return over 5 years is better than : 80.94 vs. MUSBX (29.08).
| MUSBX | VTSMX | MUSBX / VTSMX | |
| Total Expense Ratio | 1.49 | 0.14 | 1,064% |
| Annual Report Gross Expense Ratio | 1.56 | 0.14 | 1,114% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 1.257 | 0.817 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -0.91 | 10.96 | -8% |
| Returns for 3 years | 20.27 | 40.34 | 50% |
| Returns for 5 years | 29.08 | 80.94 | 36% |
| Returns for 10 years | 52.83 | 179.94 | 29% |
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