MBCSX vs. MIEYX
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and MM S&P 500 Index Fund (MIEYX).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. MIEYX is a passively managed fund by MassMutual that tracks the performance of the S&P 500 Index. It was launched on Feb 27, 1998.
Performance
MBCSX vs. MIEYX - Performance Comparison
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MBCSX vs. MIEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | -14.78% | 16.68% | 35.05% | 51.00% | -34.11% | 17.05% | 33.53% | 38.41% | 0.22% | 34.43% |
MIEYX MM S&P 500 Index Fund | -7.16% | 17.27% | 24.36% | 25.76% | -18.63% | 28.02% | 17.87% | 30.98% | -5.26% | 18.90% |
Returns By Period
In the year-to-date period, MBCSX achieves a -14.78% return, which is significantly lower than MIEYX's -7.16% return. Over the past 10 years, MBCSX has outperformed MIEYX with an annualized return of 15.21%, while MIEYX has yielded a comparatively lower 12.71% annualized return.
MBCSX
- 1D
- -0.12%
- 1M
- -9.17%
- YTD
- -14.78%
- 6M
- -13.95%
- 1Y
- 9.58%
- 3Y*
- 19.53%
- 5Y*
- 9.03%
- 10Y*
- 15.21%
MIEYX
- 1D
- -0.38%
- 1M
- -7.69%
- YTD
- -7.16%
- 6M
- -4.84%
- 1Y
- 13.91%
- 3Y*
- 16.63%
- 5Y*
- 10.82%
- 10Y*
- 12.71%
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MBCSX vs. MIEYX - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is higher than MIEYX's 0.46% expense ratio.
Return for Risk
MBCSX vs. MIEYX — Risk / Return Rank
MBCSX
MIEYX
MBCSX vs. MIEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and MM S&P 500 Index Fund (MIEYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MBCSX | MIEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.80 | -0.38 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.25 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 1.00 | -0.63 |
Martin ratioReturn relative to average drawdown | 1.29 | 4.87 | -3.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MBCSX | MIEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.80 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.43 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.57 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.37 | +0.04 |
Correlation
The correlation between MBCSX and MIEYX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MBCSX vs. MIEYX - Dividend Comparison
MBCSX's dividend yield for the trailing twelve months is around 50.80%, more than MIEYX's 18.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | 50.80% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
MIEYX MM S&P 500 Index Fund | 18.99% | 17.63% | 32.89% | 7.13% | 33.24% | 13.29% | 16.29% | 6.38% | 19.14% | 21.81% | 4.19% | 2.29% |
Drawdowns
MBCSX vs. MIEYX - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -54.66%, roughly equal to the maximum MIEYX drawdown of -55.63%. Use the drawdown chart below to compare losses from any high point for MBCSX and MIEYX.
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Drawdown Indicators
| MBCSX | MIEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -55.63% | +0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -17.47% | -12.18% | -5.29% |
Max Drawdown (5Y)Largest decline over 5 years | -48.37% | -36.63% | -11.74% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -36.63% | -11.74% |
Current DrawdownCurrent decline from peak | -17.47% | -18.72% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -12.08% | -12.60% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 2.51% | +2.50% |
Volatility
MBCSX vs. MIEYX - Volatility Comparison
MassMutual Blue Chip Growth Fund (MBCSX) has a higher volatility of 5.41% compared to MM S&P 500 Index Fund (MIEYX) at 4.26%. This indicates that MBCSX's price experiences larger fluctuations and is considered to be riskier than MIEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBCSX | MIEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.26% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 9.09% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 18.14% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.76% | 25.48% | +4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.53% | 22.54% | +2.99% |