MFRFX
Price
$60.02
Change
+$0.35 (+0.59%)
Updated
Jan 22 closing price
Net Assets
8.22B
VSMPX
Price
$274.52
Change
+$1.35 (+0.49%)
Updated
Jan 22 closing price
Net Assets
1.78T
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MFRFX vs VSMPX

Header iconMFRFX vs VSMPX Comparison
Open Charts MFRFX vs VSMPXBanner chart's image
MFS Research A
Price$60.02
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets8.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.52
Change+$1.35 (+0.49%)
VolumeN/A
Net Assets1.78T
MFRFX vs VSMPX Comparison Chart
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VS
MFRFX vs. VSMPX 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 MFRFX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. MFRFX (8.22B). VSMPX pays higher dividends than MFRFX: VSMPX (1.36) vs MFRFX (0.48). MFRFX was incepted earlier than VSMPX: MFRFX (53 years) vs VSMPX (10 years). MFRFX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRFX has a lower initial minimum investment than VSMPX: MFRFX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 24.83 vs. MFRFX (11.07). VSMPX return over 5 years is better than : 80.62 vs. MFRFX (28.98).
MFRFXVSMPXMFRFX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence53 years10 years-
Gain YTD3.8953.757104%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.22B1.78T0%
Annual Yield % from dividends0.481.3636%
Returns for 1 year11.0724.8345%
Returns for 3 years8.9636.4525%
Returns for 5 years28.9880.6236%
Returns for 10 years65.35N/A-
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