MFRBX
Price
$50.55
Change
+$0.49 (+0.98%)
Updated
Jun 26 closing price
Net Assets
7.95B
VTSAX
Price
$146.97
Change
+$1.28 (+0.88%)
Updated
Jun 26 closing price
Net Assets
1.82T
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MFRBX vs VTSAX

Header iconMFRBX vs VTSAX Comparison
Open Charts MFRBX vs VTSAXBanner chart's image
MFS Research B
Price$50.55
Change+$0.49 (+0.98%)
VolumeN/A
Net Assets7.95B
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
MFRBX vs VTSAX Comparison Chart in %
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MFRBX vs. VTSAX commentary
Jun 27, 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MFRBX (7.95B). VTSAX pays higher dividends than MFRBX: VTSAX (1.28) vs MFRBX (0.00). MFRBX was incepted earlier than VTSAX: MFRBX (32 years) vs VTSAX (25 years). MFRBX (1.52) is less costly to investors than VTSAX (0.04). MFRBX is a more actively managed with annual turnover of: 20.00 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 : 11.44 vs. MFRBX (-2.68). VTSAX return over 5 years is better than : 97.74 vs. MFRBX (28.26).
MFRBXVTSAXMFRBX / VTSAX
Total Expense Ratio1.520.043,800%
Annual Report Gross Expense Ratio1.520.043,800%
Fund Existence32 years25 years-
Gain YTD2.4563.33774%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets7.95B1.82T0%
Annual Yield % from dividends0.001.28-
Returns for 1 year-2.6811.44-23%
Returns for 3 years14.0354.2526%
Returns for 5 years28.2697.7429%
Returns for 10 years39.52191.6121%
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