MFRBX
Price
$49.31
Change
+$0.53 (+1.09%)
Updated
Dec 20 closing price
VTSAX
Price
$142.69
Change
+$1.57 (+1.11%)
Updated
Dec 20 closing price
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MFRBX vs VTSAX

Header iconMFRBX vs VTSAX Comparison
Open Charts MFRBX vs VTSAXBanner chart's image
MFS Research B
Price$49.31
Change+$0.53 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$142.69
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
MFRBX vs VTSAX Comparison Chart
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VS
MFRBX vs. VTSAX commentary
Dec 23, 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 StrongBuy and VTSAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. MFRBX (8.1B). 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 : 24.27 vs. MFRBX (7.88). VTSAX return over 5 years is better than : 79.25 vs. MFRBX (19.39).
MFRBXVTSAXMFRBX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years24 years-
Gain YTD7.31223.63531%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.1B1.84T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year7.8824.2732%
Returns for 3 years-4.9924.16-21%
Returns for 5 years19.3979.2524%
Returns for 10 years37.97184.7421%
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