MBCSX vs. VWUSX
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBCSX or VWUSX.
Correlation
The correlation between MBCSX and VWUSX 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. VWUSX - Performance Comparison
Key characteristics
MBCSX:
0.61
VWUSX:
1.11
MBCSX:
0.86
VWUSX:
1.50
MBCSX:
1.14
VWUSX:
1.22
MBCSX:
0.30
VWUSX:
0.91
MBCSX:
2.26
VWUSX:
5.67
MBCSX:
5.72%
VWUSX:
4.05%
MBCSX:
21.28%
VWUSX:
20.57%
MBCSX:
-56.62%
VWUSX:
-71.26%
MBCSX:
-33.20%
VWUSX:
-3.61%
Returns By Period
In the year-to-date period, MBCSX achieves a 4.41% return, which is significantly lower than VWUSX's 6.26% return. Over the past 10 years, MBCSX has underperformed VWUSX with an annualized return of 3.39%, while VWUSX has yielded a comparatively higher 9.70% annualized return.
MBCSX
4.41%
6.19%
1.92%
13.04%
-0.72%
3.39%
VWUSX
6.26%
7.67%
12.76%
23.02%
9.85%
9.70%
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MBCSX vs. VWUSX - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is higher than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
MBCSX vs. VWUSX — Risk-Adjusted Performance Rank
MBCSX
VWUSX
MBCSX vs. VWUSX - 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 Investor Shares (VWUSX). 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. VWUSX - Dividend Comparison
MBCSX has not paid dividends to shareholders, while VWUSX's dividend yield for the trailing twelve months is around 0.19%.
| 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% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.19% | 0.20% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% |
Drawdowns
MBCSX vs. VWUSX - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -56.62%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for MBCSX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
MBCSX vs. VWUSX - Volatility Comparison
MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX) have volatilities of 5.58% and 5.53%, 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.