MBCSX vs. VTI
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard Total Stock Market ETF (VTI).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBCSX or VTI.
Correlation
The correlation between MBCSX and VTI is 0.93, 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.
Performance
MBCSX vs. VTI - Performance Comparison
Key characteristics
MBCSX:
0.55
VTI:
1.65
MBCSX:
0.79
VTI:
2.23
MBCSX:
1.13
VTI:
1.30
MBCSX:
0.27
VTI:
2.50
MBCSX:
2.03
VTI:
9.95
MBCSX:
5.74%
VTI:
2.16%
MBCSX:
21.34%
VTI:
13.04%
MBCSX:
-56.62%
VTI:
-55.45%
MBCSX:
-35.09%
VTI:
-2.38%
Returns By Period
In the year-to-date period, MBCSX achieves a 1.46% return, which is significantly lower than VTI's 2.11% return. Over the past 10 years, MBCSX has underperformed VTI with an annualized return of 2.91%, while VTI has yielded a comparatively higher 12.40% annualized return.
MBCSX
1.46%
-2.67%
-2.31%
8.43%
-1.01%
2.91%
VTI
2.11%
-1.56%
7.28%
19.09%
13.48%
12.40%
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MBCSX vs. VTI - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
MBCSX vs. VTI — Risk-Adjusted Performance Rank
MBCSX
VTI
MBCSX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
MBCSX vs. VTI - Dividend Comparison
MBCSX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | 0.00% | 0.00% | 0.00% | 0.42% | 0.00% | 0.00% | 0.30% | 0.43% | 0.47% | 0.53% | 0.51% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.24% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MBCSX vs. VTI - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -56.62%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MBCSX and VTI. For additional features, visit the drawdowns tool.
Volatility
MBCSX vs. VTI - Volatility Comparison
MassMutual Blue Chip Growth Fund (MBCSX) has a higher volatility of 5.14% compared to Vanguard Total Stock Market ETF (VTI) at 3.46%. This indicates that MBCSX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.