MBCSX vs. VWUAX
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBCSX or VWUAX.
Correlation
The correlation between MBCSX and VWUAX is 0.96, 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. VWUAX - Performance Comparison
Key characteristics
MBCSX:
0.55
VWUAX:
1.02
MBCSX:
0.79
VWUAX:
1.39
MBCSX:
1.13
VWUAX:
1.20
MBCSX:
0.27
VWUAX:
0.84
MBCSX:
2.03
VWUAX:
5.12
MBCSX:
5.74%
VWUAX:
4.09%
MBCSX:
21.34%
VWUAX:
20.63%
MBCSX:
-56.62%
VWUAX:
-51.75%
MBCSX:
-35.09%
VWUAX:
-7.04%
Returns By Period
In the year-to-date period, MBCSX achieves a 1.46% return, which is significantly lower than VWUAX's 2.17% return. Over the past 10 years, MBCSX has underperformed VWUAX with an annualized return of 2.91%, while VWUAX has yielded a comparatively higher 9.21% annualized return.
MBCSX
1.46%
-2.67%
-2.31%
8.43%
-1.01%
2.91%
VWUAX
2.17%
-2.23%
6.73%
17.25%
9.30%
9.21%
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MBCSX vs. VWUAX - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is higher than VWUAX's 0.28% expense ratio.
Risk-Adjusted Performance
MBCSX vs. VWUAX — Risk-Adjusted Performance Rank
MBCSX
VWUAX
MBCSX vs. VWUAX - Risk-Adjusted Performance Comparison
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.
Dividends
MBCSX vs. VWUAX - Dividend Comparison
MBCSX has not paid dividends to shareholders, while VWUAX's dividend yield for the trailing twelve months is around 0.29%.
| 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% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 0.29% | 0.30% | 0.37% | 0.49% | 0.08% | 0.13% | 0.47% | 0.53% | 0.40% | 0.57% | 0.65% | 0.81% |
Drawdowns
MBCSX vs. VWUAX - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -56.62%, 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. For additional features, visit the drawdowns tool.
Volatility
MBCSX vs. VWUAX - Volatility Comparison
The current volatility for MassMutual Blue Chip Growth Fund (MBCSX) is 5.14%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 5.51%. This indicates that MBCSX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.