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MUSBX vs VFIAX
MUSBX vs VFIAX Comparison
Open Charts MUSBX vs VFIAX
MFS Blended Research Core Equity B
Price$37.55
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets1.67B
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MUSBX vs VFIAX Comparison Chart in %
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MUSBX vs. VFIAX commentary
Oct 19, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MUSBX (1.67B). VFIAX pays higher dividends than MUSBX: VFIAX (1.14) vs MUSBX (0.00). MUSBX was incepted earlier than VFIAX: MUSBX (28 years) vs VFIAX (25 years). MUSBX (1.41) is less costly to investors than VFIAX (0.04). MUSBX is a more actively managed with annual turnover of: 44.00 vs. VFIAX (2.00). MUSBX has a lower initial minimum investment than VFIAX: MUSBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.15 vs. MUSBX (2.43). VFIAX return over 5 years is better than : 91.55 vs. MUSBX (33.26).
| MUSBX | VFIAX | MUSBX / VFIAX | |
| Total Expense Ratio | 1.41 | 0.04 | 3,525% |
| Annual Report Gross Expense Ratio | 1.41 | 0.04 | 3,525% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 12.425 | 13.413 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.14 | - |
| Returns for 1 year | 2.43 | 14.15 | 17% |
| Returns for 3 years | 47.08 | 79.39 | 59% |
| Returns for 5 years | 33.26 | 91.55 | 36% |
| Returns for 10 years | 74.96 | 228.70 | 33% |
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