MBCSX vs. VWUSX

Last updated Aug 1, 2026

MBCSX (MassMutual Blue Chip Growth Fund) and VWUSX (Vanguard U.S. Growth Fund Investor Shares) are both Large Cap Growth Equities funds. Over the past 10 years, MBCSX returned 15.84%/yr vs 17.82%/yr for VWUSX. Their 0.97 correlation means they have historically moved very closely together. MBCSX charges 0.73%/yr vs 0.35%/yr for VWUSX.

Performance

MBCSX vs. VWUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MBCSX achieves a -4.49% return, which is significantly lower than VWUSX's -2.93% return. Over the past 10 years, MBCSX has underperformed VWUSX with an annualized return of 15.84%, while VWUSX has yielded a comparatively higher 17.82% annualized return.

MBCSX

• 1D: 1.80%
• 1M: -2.74%
• 6M: -2.84%
• YTD: -4.49%
• 1Y: 2.89%
• 3Y*: 17.01%
• 5Y*: 8.69%
• 10Y*: 15.84%
• ALL TIME*: 9.56%

VWUSX

• 1D: 1.98%
• 1M: -3.71%
• 6M: -0.40%
• YTD: -2.93%
• 1Y: 2.37%
• 3Y*: 16.16%
• 5Y*: 9.19%
• 10Y*: 17.82%
• ALL TIME*: 8.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MBCSX MassMutual Blue Chip Growth Fund	$0.00	$0.00	$0.00
VWUSX Vanguard U.S. Growth Fund Investor Shares	$0.00	$0.00	$0.00

MBCSX vs. VWUSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MBCSX MassMutual Blue Chip Growth Fund	-4.49%	16.68%	35.05%	51.00%	-34.11%	17.05%	33.53%	38.41%	0.22%	34.43%
VWUSX Vanguard U.S. Growth Fund Investor Shares	-2.93%	15.39%	31.65%	45.17%	-39.64%	35.76%	58.63%	45.61%	0.65%	31.11%

Correlation

The correlation between MBCSX and VWUSX is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.97
Correlation (3Y) Balances recent behavior with more history.	0.96
Correlation (5Y) Shows whether the relationship held over a longer period.	0.96
Correlation (10Y) Provides a long-term view across more market conditions.	0.95
Correlation (All Time) Calculated using the full available price history since May 31, 2001	0.97

The correlation between MBCSX and VWUSX has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

Return for Risk

MBCSX vs. VWUSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MBCSX

MBCSX Risk / Return Rank: 5
MBCSX Sharpe Ratio Rank: 5
MBCSX Sortino Ratio Rank: 5
MBCSX Omega Ratio Rank: 5
MBCSX Calmar Ratio Rank: 5
MBCSX Martin Ratio Rank: 5

VWUSX

VWUSX Risk / Return Rank: 5
VWUSX Sharpe Ratio Rank: 5
VWUSX Sortino Ratio Rank: 5
VWUSX Omega Ratio Rank: 5
VWUSX Calmar Ratio Rank: 5
VWUSX Martin Ratio Rank: 5

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MBCSX vs. VWUSX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MBCSX	VWUSX	Difference
Sharpe ratio: Return per unit of total volatility	0.06	0.03	+0.03
Sortino ratio: Return per unit of downside risk	0.20	0.16	+0.04
Omega ratio: Gain probability vs. loss probability	1.02	1.02	0.00
Calmar ratio: Return relative to maximum drawdown	0.06	0.03	+0.03
Martin ratio: Return relative to average drawdown	0.18	0.07	+0.10

MBCSX vs. VWUSX - Sharpe Ratio Comparison

The current MBCSX Sharpe Ratio is 0.06, which is higher than the VWUSX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of MBCSX and VWUSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MBCSX vs. VWUSX - Drawdown Comparison

The maximum MBCSX drawdown since its inception was -54.66%, smaller than the maximum VWUSX drawdown of -73.31%. Use the drawdown chart below to compare losses from any high point for MBCSX and VWUSX.

Drawdown Indicators

	MBCSX	VWUSX	Difference
Max Drawdown Largest peak-to-trough decline	-54.66%	-73.31%	+18.65%
Max Drawdown (1Y) Largest decline over 1 year	-17.47%	-19.15%	+1.68%
Max Drawdown (3Y) Largest decline over 3 years	-22.92%	-25.01%	+2.09%
Max Drawdown (5Y) Largest decline over 5 years	-48.37%	-42.18%	-6.19%
Max Drawdown (10Y) Largest decline over 10 years	-48.37%	-42.18%	-6.19%
Current Drawdown Current decline from peak	-8.31%	-8.06%	-0.25%
Average Drawdown Average peak-to-trough decline	-11.99%	-22.77%	+10.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.92%	6.80%	-0.88%

Volatility

MBCSX vs. VWUSX - Volatility Comparison

MassMutual Blue Chip Growth Fund (MBCSX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX) have volatilities of 5.16% and 5.29%, 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.

Volatility by Period

	MBCSX	VWUSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.16%	5.29%	-0.13%
Volatility (6M) Calculated over the trailing 6-month period	13.61%	14.35%	-0.74%
Volatility (1Y) Calculated over the trailing 1-year period	17.37%	18.17%	-0.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.98%	27.03%	+2.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.64%	24.72%	+0.92%

MBCSX vs. VWUSX - Expense Ratio Comparison

MBCSX has a 0.73% expense ratio, which is higher than VWUSX's 0.35% expense ratio.

Dividends

MBCSX vs. VWUSX - Dividend Comparison

MBCSX's dividend yield for the trailing twelve months is around 45.32%, more than VWUSX's 9.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MBCSX MassMutual Blue Chip Growth Fund	45.32%	43.29%	13.12%	23.06%	18.44%	21.93%	4.59%	11.06%	6.70%	4.00%	4.77%	18.85%
VWUSX Vanguard U.S. Growth Fund Investor Shares	9.65%	9.37%	4.60%	0.28%	0.37%	30.03%	3.90%	11.66%	9.65%	4.63%	1.52%	8.95%

Frequently Asked Questions

Can I hold both MBCSX and VWUSX in my portfolio?

With a correlation of 0.97, MBCSX and VWUSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, MBCSX or VWUSX?

VWUSX has higher volatility (5.29%) compared to MBCSX (5.16%). In terms of maximum drawdown, MBCSX dropped -54.66% vs VWUSX's -73.31%.

Which has better risk-adjusted returns?

MBCSX currently has the higher Sharpe Ratio (0.06 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.