MBCSX vs. VWUAX

In the year-to-date period, MBCSX achieves a 1.24% return, which is significantly lower than VWUAX's 1.41% return. Over the past 10 years, MBCSX has outperformed VWUAX with an annualized return of 14.83%, while VWUAX has yielded a comparatively lower 8.93% annualized return.

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MBCSX has a 0.73% expense ratio, which is higher than VWUAX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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.

The current MBCSX Sharpe Ratio is 0.80, which is higher than the VWUAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of MBCSX and VWUAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MBCSX's dividend yield for the trailing twelve months is around 12.96%, more than VWUAX's 4.64% yield.

The maximum MBCSX drawdown since its inception was -54.49%, which is greater than VWUAX's maximum drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for MBCSX and VWUAX.

MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX) have volatilities of 5.85% and 6.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.