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MUSBX vs VTSMX
MUSBX vs VTSMX Comparison
Open Charts MUSBX vs VTSMX
MFS Blended Research Core Equity B
Price$37.55
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets1.67B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MUSBX vs VTSMX Comparison Chart in %
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MUSBX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MUSBX (1.67B). VTSMX pays higher dividends than MUSBX: VTSMX (1.04) vs MUSBX (0.00). MUSBX was incepted earlier than VTSMX: MUSBX (28 years) vs VTSMX (34 years). MUSBX (1.41) 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 : 13.79 vs. MUSBX (2.43). VTSMX return over 5 years is better than : 84.86 vs. MUSBX (33.26).
| MUSBX | VTSMX | MUSBX / VTSMX | |
| Total Expense Ratio | 1.41 | 0.14 | 1,007% |
| Annual Report Gross Expense Ratio | 1.41 | 0.14 | 1,007% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 12.425 | 13.012 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 2.43 | 13.79 | 18% |
| Returns for 3 years | 47.08 | 76.02 | 62% |
| Returns for 5 years | 33.26 | 84.86 | 39% |
| Returns for 10 years | 74.96 | 225.10 | 33% |
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