MBCSX vs. MOSAX
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and MassMutual Overseas Fund (MOSAX).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. MOSAX is managed by MassMutual. It was launched on Apr 30, 2001.
Performance
MBCSX vs. MOSAX - Performance Comparison
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MBCSX vs. MOSAX - 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% |
MOSAX MassMutual Overseas Fund | -7.37% | 25.48% | 0.12% | 18.26% | -15.35% | 12.61% | 8.51% | 28.26% | -16.78% | 26.44% |
Returns By Period
In the year-to-date period, MBCSX achieves a -14.78% return, which is significantly lower than MOSAX's -7.37% return. Over the past 10 years, MBCSX has outperformed MOSAX with an annualized return of 15.21%, while MOSAX has yielded a comparatively lower 7.44% 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%
MOSAX
- 1D
- 0.38%
- 1M
- -11.41%
- YTD
- -7.37%
- 6M
- -3.99%
- 1Y
- 8.70%
- 3Y*
- 7.26%
- 5Y*
- 4.73%
- 10Y*
- 7.44%
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MBCSX vs. MOSAX - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is lower than MOSAX's 1.34% expense ratio.
Return for Risk
MBCSX vs. MOSAX — Risk / Return Rank
MBCSX
MOSAX
MBCSX vs. MOSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and MassMutual Overseas Fund (MOSAX). 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 | MOSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.48 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.78 | 0.72 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 0.54 | -0.17 |
Martin ratioReturn relative to average drawdown | 1.29 | 2.00 | -0.71 |
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 | MOSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.48 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.27 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.41 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.26 | +0.15 |
Correlation
The correlation between MBCSX and MOSAX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MBCSX vs. MOSAX - Dividend Comparison
MBCSX's dividend yield for the trailing twelve months is around 50.80%, more than MOSAX's 19.66% 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% |
MOSAX MassMutual Overseas Fund | 19.66% | 18.21% | 6.02% | 2.24% | 9.26% | 9.64% | 1.78% | 5.10% | 12.16% | 1.42% | 1.71% | 3.12% |
Drawdowns
MBCSX vs. MOSAX - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -54.66%, smaller than the maximum MOSAX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for MBCSX and MOSAX.
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Drawdown Indicators
| MBCSX | MOSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -58.43% | +3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.47% | -11.74% | -5.73% |
Max Drawdown (5Y)Largest decline over 5 years | -48.37% | -33.69% | -14.68% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -36.75% | -11.62% |
Current DrawdownCurrent decline from peak | -17.47% | -11.41% | -6.06% |
Average DrawdownAverage peak-to-trough decline | -12.08% | -11.67% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 3.18% | +1.83% |
Volatility
MBCSX vs. MOSAX - Volatility Comparison
The current volatility for MassMutual Blue Chip Growth Fund (MBCSX) is 5.41%, while MassMutual Overseas Fund (MOSAX) has a volatility of 6.11%. This indicates that MBCSX experiences smaller price fluctuations and is considered to be less risky than MOSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBCSX | MOSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 6.11% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 9.57% | +2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 15.24% | +7.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.76% | 17.54% | +12.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.53% | 18.18% | +7.35% |