MFRBX
Price
$50.74
Change
+$0.30 (+0.59%)
Updated
Jan 22 closing price
Net Assets
8.22B
VTSAX
Price
$146.32
Change
+$0.72 (+0.49%)
Updated
Jan 22 closing price
Net Assets
1.78T
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MFRBX vs VTSAX

Header iconMFRBX vs VTSAX Comparison
Open Charts MFRBX vs VTSAXBanner chart's image
MFS Research B
Price$50.74
Change+$0.30 (+0.59%)
VolumeN/A
Net Assets8.22B
Vanguard Total Stock Mkt Idx Adm
Price$146.32
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
MFRBX vs VTSAX Comparison Chart
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MFRBX vs. VTSAX 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MFRBX (8.22B). VTSAX pays higher dividends than MFRBX: VTSAX (1.35) vs MFRBX (0.00). MFRBX was incepted earlier than VTSAX: MFRBX (31 years) vs VTSAX (24 years). MFRBX is a more actively managed with annual turnover of: 24.00 vs. VTSAX (2.00). MFRBX has a lower initial minimum investment than VTSAX: MFRBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 24.81 vs. MFRBX (8.58). VTSAX return over 5 years is better than : 80.57 vs. MFRBX (19.42).
MFRBXVTSAXMFRBX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years24 years-
Gain YTD3.8483.751103%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.22B1.78T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year8.5824.8135%
Returns for 3 years3.6836.4110%
Returns for 5 years19.4280.5724%
Returns for 10 years45.20195.4523%
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