MIEYX vs. MBCSX
Compare and contrast key facts about MM S&P 500 Index Fund (MIEYX) and MassMutual Blue Chip Growth Fund (MBCSX).
MIEYX is a passively managed fund by MassMutual that tracks the performance of the S&P 500 Index. It was launched on Feb 27, 1998. MBCSX is managed by MassMutual. It was launched on May 31, 2001.
Performance
MIEYX vs. MBCSX - Performance Comparison
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MIEYX vs. MBCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIEYX MM S&P 500 Index Fund | -4.44% | 17.27% | 24.36% | 25.76% | -18.63% | 28.02% | 17.87% | 30.98% | -5.26% | 18.90% |
MBCSX MassMutual Blue Chip Growth Fund | -11.50% | 16.68% | 35.05% | 51.00% | -34.11% | 17.05% | 33.53% | 38.41% | 0.22% | 34.43% |
Returns By Period
In the year-to-date period, MIEYX achieves a -4.44% return, which is significantly higher than MBCSX's -11.50% return. Over the past 10 years, MIEYX has underperformed MBCSX with an annualized return of 13.03%, while MBCSX has yielded a comparatively higher 15.64% annualized return.
MIEYX
- 1D
- 2.93%
- 1M
- -5.05%
- YTD
- -4.44%
- 6M
- -2.35%
- 1Y
- 16.73%
- 3Y*
- 17.76%
- 5Y*
- 11.21%
- 10Y*
- 13.03%
MBCSX
- 1D
- 3.84%
- 1M
- -5.79%
- YTD
- -11.50%
- 6M
- -11.27%
- 1Y
- 12.93%
- 3Y*
- 21.04%
- 5Y*
- 9.46%
- 10Y*
- 15.64%
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MIEYX vs. MBCSX - Expense Ratio Comparison
MIEYX has a 0.46% expense ratio, which is lower than MBCSX's 0.73% expense ratio.
Return for Risk
MIEYX vs. MBCSX — Risk / Return Rank
MIEYX
MBCSX
MIEYX vs. MBCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MM S&P 500 Index Fund (MIEYX) and MassMutual Blue Chip Growth Fund (MBCSX). 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.
| MIEYX | MBCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.61 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.04 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.78 | +0.68 |
Martin ratioReturn relative to average drawdown | 7.02 | 2.69 | +4.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MIEYX | MBCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.61 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.32 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.61 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.41 | -0.04 |
Correlation
The correlation between MIEYX and MBCSX is 0.94, 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.
Dividends
MIEYX vs. MBCSX - Dividend Comparison
MIEYX's dividend yield for the trailing twelve months is around 18.45%, less than MBCSX's 48.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIEYX MM S&P 500 Index Fund | 18.45% | 17.63% | 32.89% | 7.13% | 33.24% | 13.29% | 16.29% | 6.38% | 19.14% | 21.81% | 4.19% | 2.29% |
MBCSX MassMutual Blue Chip Growth Fund | 48.92% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
Drawdowns
MIEYX vs. MBCSX - Drawdown Comparison
The maximum MIEYX drawdown since its inception was -55.63%, roughly equal to the maximum MBCSX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for MIEYX and MBCSX.
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Drawdown Indicators
| MIEYX | MBCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.63% | -54.66% | -0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -12.18% | -17.47% | +5.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.63% | -48.37% | +11.74% |
Max Drawdown (10Y)Largest decline over 10 years | -36.63% | -48.37% | +11.74% |
Current DrawdownCurrent decline from peak | -16.34% | -14.30% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -12.60% | -12.09% | -0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 5.10% | -2.56% |
Volatility
MIEYX vs. MBCSX - Volatility Comparison
The current volatility for MM S&P 500 Index Fund (MIEYX) is 5.36%, while MassMutual Blue Chip Growth Fund (MBCSX) has a volatility of 6.85%. This indicates that MIEYX experiences smaller price fluctuations and is considered to be less risky than MBCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIEYX | MBCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 6.85% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 12.65% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 22.76% | -4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.51% | 29.81% | -4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.55% | 25.56% | -3.01% |