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MFRBX vs VTSMX
MFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
MFRBX vs VTSMX Comparison Chart
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MFRBX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MFRBX (8.1B). 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 : 24.23 vs. MFRBX (7.88). VTSMX return over 5 years is better than : 79.24 vs. MFRBX (19.39).
| 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 | 7.312 | 23.596 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 7.88 | 24.23 | 33% |
| Returns for 3 years | -4.99 | 24.14 | -21% |
| Returns for 5 years | 19.39 | 79.24 | 24% |
| Returns for 10 years | 37.97 | 184.08 | 21% |
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