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MFRBX vs VTSMX
MFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MFRBX vs VTSMX Comparison Chart
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MFRBX vs. VTSMX commentary
Apr 04, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MFRBX (7.52B). VTSMX pays higher dividends than MFRBX: VTSMX (1.25) vs MFRBX (0.00). MFRBX was incepted earlier than VTSMX: MFRBX (32 years) vs VTSMX (33 years). MFRBX (1.52) is less costly to investors than VTSMX (0.14). 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 : 8.05 vs. MFRBX (-6.81). VTSMX return over 5 years is better than : 126.23 vs. MFRBX (44.17).
| MFRBX | VTSMX | MFRBX / VTSMX | |
| Total Expense Ratio | 1.52 | 0.14 | 1,086% |
| Annual Report Gross Expense Ratio | 1.52 | 0.14 | 1,086% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -4.278 | -3.986 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.52B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -6.81 | 8.05 | -85% |
| Returns for 3 years | -6.83 | 21.01 | -33% |
| Returns for 5 years | 44.17 | 126.23 | 35% |
| Returns for 10 years | 29.31 | 166.80 | 18% |
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