VWUSX vs. MBCSX
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and MassMutual Blue Chip Growth Fund (MBCSX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. MBCSX is managed by MassMutual. It was launched on May 31, 2001.
Performance
VWUSX vs. MBCSX - Performance Comparison
Loading graphics...
VWUSX vs. MBCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | -11.82% | 15.39% | 31.65% | 45.17% | -39.64% | 35.76% | 58.63% | 45.61% | 0.65% | 31.11% |
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
The year-to-date returns for both investments are quite close, with VWUSX having a -11.82% return and MBCSX slightly higher at -11.50%. Over the past 10 years, VWUSX has outperformed MBCSX with an annualized return of 17.34%, while MBCSX has yielded a comparatively lower 15.64% annualized return.
VWUSX
- 1D
- 3.81%
- 1M
- -5.57%
- YTD
- -11.82%
- 6M
- -12.37%
- 1Y
- 12.32%
- 3Y*
- 18.86%
- 5Y*
- 9.63%
- 10Y*
- 17.34%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWUSX vs. MBCSX - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is lower than MBCSX's 0.73% expense ratio.
Return for Risk
VWUSX vs. MBCSX — Risk / Return Rank
VWUSX
MBCSX
VWUSX vs. MBCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) 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.
| VWUSX | MBCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.61 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.04 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.78 | -0.10 |
Martin ratioReturn relative to average drawdown | 2.20 | 2.69 | -0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VWUSX | MBCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.61 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.32 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.61 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Correlation
The correlation between VWUSX and MBCSX is 0.97, 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
VWUSX vs. MBCSX - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 10.62%, less than MBCSX's 48.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 10.62% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
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
VWUSX vs. MBCSX - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -73.31%, which is greater than MBCSX's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for VWUSX and MBCSX.
Loading graphics...
Drawdown Indicators
| VWUSX | MBCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.31% | -54.66% | -18.65% |
Max Drawdown (1Y)Largest decline over 1 year | -19.15% | -17.47% | -1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -42.18% | -48.37% | +6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -48.37% | +6.19% |
Current DrawdownCurrent decline from peak | -16.06% | -14.30% | -1.76% |
Average DrawdownAverage peak-to-trough decline | -22.89% | -12.09% | -10.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 5.10% | +0.81% |
Volatility
VWUSX vs. MBCSX - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) and MassMutual Blue Chip Growth Fund (MBCSX) have volatilities of 7.11% and 6.85%, 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.
Loading graphics...
Volatility by Period
| VWUSX | MBCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 6.85% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 12.65% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.65% | 22.76% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.96% | 29.81% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 25.56% | -0.96% |