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MFRBX
Price
$55.32
Change
+$0.19 (+0.34%)
Updated
Nov 22 closing price
VTSAX
Price
$144.38
Change
+$0.77 (+0.54%)
Updated
Nov 22 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$55.32
Change+$0.19 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
MFRBX vs VTSAX Comparison Chart
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VS
MFRBX vs. VTSAX commentary
Nov 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 StrongSell.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. MFRBX (8.3B). 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 : 31.89 vs. MFRBX (17.53). VTSAX return over 5 years is better than : 88.21 vs. MFRBX (34.54).
MFRBXVTSAXMFRBX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years24 years-
Gain YTD20.39225.09981%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.3B1.73T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year17.5331.8955%
Returns for 3 years-0.5423.74-2%
Returns for 5 years34.5488.2139%
Returns for 10 years47.75190.4225%
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