MFRBX
Price
$50.74
Change
+$0.30 (+0.59%)
Updated
Jan 22 closing price
Net Assets
8.22B
VSMPX
Price
$274.52
Change
+$1.35 (+0.49%)
Updated
Jan 22 closing price
Net Assets
1.78T
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MFRBX vs VSMPX

Header iconMFRBX vs VSMPX Comparison
Open Charts MFRBX vs VSMPXBanner chart's image
MFS Research B
Price$50.74
Change+$0.30 (+0.59%)
VolumeN/A
Net Assets8.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.52
Change+$1.35 (+0.49%)
VolumeN/A
Net Assets1.78T
MFRBX vs VSMPX Comparison Chart
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VS
MFRBX vs. VSMPX commentary
Jan 23, 2025

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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. MFRBX (8.22B). VSMPX pays higher dividends than MFRBX: VSMPX (1.36) vs MFRBX (0.00). MFRBX was incepted earlier than VSMPX: MFRBX (31 years) vs VSMPX (10 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 : 24.83 vs. MFRBX (8.58). VSMPX return over 5 years is better than : 80.62 vs. MFRBX (19.42).
MFRBXVSMPXMFRBX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years10 years-
Gain YTD3.8483.757102%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.22B1.78T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year8.5824.8335%
Returns for 3 years3.6836.4510%
Returns for 5 years19.4280.6224%
Returns for 10 years45.20N/A-
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