MFRBX
Price
$53.08
Change
-$0.11 (-0.21%)
Updated
Sep 20 closing price
VSMPX
Price
$256.96
Change
-$0.63 (-0.24%)
Updated
Sep 20 closing price
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MFRBX vs VSMPX

Header iconMFRBX vs VSMPX Comparison
Open Charts MFRBX vs VSMPXBanner chart's image
MFS Research B
Price$53.08
Change-$0.11 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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MFRBX vs VSMPX Comparison Chart
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VS
MFRBX vs. VSMPX commentary
Sep 21, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MFRBX is a Buy and VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MFRBX (8.26B). VSMPX pays higher dividends than MFRBX: VSMPX (1.36) vs MFRBX (0.00). MFRBX was incepted earlier than VSMPX: MFRBX (31 years) vs VSMPX (9 years). MFRBX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRBX has a lower initial minimum investment than VSMPX: MFRBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.90 vs. MFRBX (14.72). VSMPX return over 5 years is better than : 83.02 vs. MFRBX (30.37).
MFRBXVSMPXMFRBX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years9 years-
Gain YTD13.81916.92982%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.26B1.72T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year14.7225.9057%
Returns for 3 years-2.3321.36-11%
Returns for 5 years30.3783.0237%
Returns for 10 years43.34N/A-
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