MFRBX
Price
$49.16
Change
-$0.05 (-0.10%)
Updated
Jun 5 closing price
Net Assets
7.91B
VTSMX
Price
$142.11
Change
-$0.65 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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MFRBX vs VTSMX

Header iconMFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMXBanner chart's image
MFS Research B
Price$49.16
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets7.91B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
MFRBX vs VTSMX Comparison Chart
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MFRBX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MFRBX (7.91B). VTSMX pays higher dividends than MFRBX: VTSMX (1.18) 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 : 11.39 vs. MFRBX (-2.80). VTSMX return over 5 years is better than : 81.77 vs. MFRBX (19.09).
MFRBXVTSMXMFRBX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence32 years33 years-
Gain YTD0.7161.27856%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets7.91B1.82T0%
Annual Yield % from dividends0.001.18-
Returns for 1 year-2.8011.39-25%
Returns for 3 years6.3842.4415%
Returns for 5 years19.0981.7723%
Returns for 10 years36.06181.2220%
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