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MUSBX vs VTSMX
MUSBX vs VTSMX Comparison
Open Charts MUSBX vs VTSMX
MFS Blended Research Core Equity B
Price$34.17
Change-$0.59 (-1.70%)
VolumeN/A
Net Assets1.5B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
MUSBX vs VTSMX Comparison Chart
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MUSBX vs. VTSMX commentary
Feb 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MUSBX (1.51B). VTSMX pays higher dividends than MUSBX: VTSMX (1.26) vs MUSBX (0.00). MUSBX was incepted earlier than VTSMX: MUSBX (28 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 : 19.83 vs. MUSBX (6.61). VTSMX return over 5 years is better than : 78.15 vs. MUSBX (23.54).
| MUSBX | VTSMX | MUSBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.305 | 4.057 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 6.61 | 19.83 | 33% |
| Returns for 3 years | 19.73 | 39.38 | 50% |
| Returns for 5 years | 23.54 | 78.15 | 30% |
| Returns for 10 years | 53.39 | 185.46 | 29% |
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