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MUSBX vs VFINX
MUSBX vs VFINX Comparison
Open Charts MUSBX vs VFINX
MFS Blended Research Core Equity B
Price$37.55
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets1.67B
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MUSBX vs VFINX Comparison Chart in %
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MUSBX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MUSBX (1.67B). VFINX pays higher dividends than MUSBX: VFINX (1.05) vs MUSBX (0.00). MUSBX was incepted earlier than VFINX: MUSBX (28 years) vs VFINX (49 years). MUSBX (1.41) is less costly to investors than VFINX (0.14). MUSBX is a more actively managed with annual turnover of: 44.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MUSBX: VFINX (0) vs MUSBX (1000). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. MUSBX (2.43). VFINX return over 5 years is better than : 91.55 vs. MUSBX (33.26).
| MUSBX | VFINX | MUSBX / VFINX | |
| Total Expense Ratio | 1.41 | 0.14 | 1,007% |
| Annual Report Gross Expense Ratio | 1.41 | 0.14 | 1,007% |
| Fund Existence | 28 years | 49 years | - |
| Gain YTD | 12.425 | 13.407 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.05 | - |
| Returns for 1 year | 2.43 | 14.15 | 17% |
| Returns for 3 years | 47.08 | 79.37 | 59% |
| Returns for 5 years | 33.26 | 91.55 | 36% |
| Returns for 10 years | 74.96 | 228.72 | 33% |
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