MFRBX
Price
$53.17
Change
+$0.18 (+0.34%)
Updated
Nov 19 closing price
Net Assets
7.93B
VTSMX
Price
$158.28
Change
+$0.53 (+0.34%)
Updated
Nov 19 closing price
Net Assets
2.05T
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MFRBX vs VTSMX

Header iconMFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMXBanner chart's image
MFS Research B
Price$53.17
Change+$0.18 (+0.34%)
VolumeN/A
Net Assets7.93B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
MFRBX vs VTSMX Comparison Chart in %
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MFRBX vs. VTSMX commentary
Nov 20, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MFRBX (7.93B). VTSMX pays higher dividends than MFRBX: VTSMX (1.02) vs MFRBX (0.00). MFRBX was incepted earlier than VTSMX: MFRBX (32 years) vs VTSMX (34 years). MFRBX (1.52) is less costly to investors than VTSMX (0.14). MFRBX is a more actively managed with annual turnover of: 20.00 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 : 10.79 vs. MFRBX (-3.30). VTSMX return over 5 years is better than : 77.62 vs. MFRBX (16.10).
MFRBXVTSMXMFRBX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence32 years34 years-
Gain YTD8.45311.94871%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets7.93B2.05T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-3.3010.79-31%
Returns for 3 years18.5763.8329%
Returns for 5 years16.1077.6221%
Returns for 10 years47.07213.7722%
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