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MFRBX vs VTSMX
MFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
MFRBX vs VTSMX Comparison Chart
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MFRBX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MFRBX (8.22B). VTSMX pays higher dividends than MFRBX: VTSMX (1.26) vs MFRBX (0.00). MFRBX was incepted earlier than VTSMX: MFRBX (31 years) vs VTSMX (33 years). MFRBX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). MFRBX has a lower initial minimum investment than VTSMX: MFRBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.81 vs. MFRBX (8.58). VTSMX return over 5 years is better than : 80.56 vs. MFRBX (19.42).
| MFRBX | VTSMX | MFRBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 3.848 | 3.752 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.22B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 8.58 | 24.81 | 35% |
| Returns for 3 years | 3.68 | 36.40 | 10% |
| Returns for 5 years | 19.42 | 80.56 | 24% |
| Returns for 10 years | 45.20 | 194.81 | 23% |
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