Ad is loading...
MUSBX vs VTSMX
MUSBX vs VTSMX Comparison
Open Charts MUSBX vs VTSMX
MFS Blended Research Core Equity B
Price$30.49
Change-$1.70 (-5.28%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MUSBX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUSBX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MUSBX (1.43B). VTSMX pays higher dividends than MUSBX: VTSMX (1.25) 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 : 8.05 vs. MUSBX (-3.54). VTSMX return over 5 years is better than : 126.23 vs. MUSBX (57.89).
| 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 | -3.623 | -3.986 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -3.54 | 8.05 | -44% |
| Returns for 3 years | 6.70 | 21.01 | 32% |
| Returns for 5 years | 57.89 | 126.23 | 46% |
| Returns for 10 years | 46.05 | 166.80 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...