MFRFX
Price
$59.99
Change
+$0.59 (+0.99%)
Updated
Jun 26 closing price
Net Assets
7.95B
VTSMX
Price
$146.91
Change
+$1.27 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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MFRFX vs VTSMX

Header iconMFRFX vs VTSMX Comparison
Open Charts MFRFX vs VTSMXBanner chart's image
MFS Research A
Price$59.99
Change+$0.59 (+0.99%)
VolumeN/A
Net Assets7.95B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
MFRFX vs VTSMX Comparison Chart in %
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MFRFX vs. VTSMX commentary
Jun 27, 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MFRFX (7.95B). VTSMX pays higher dividends than MFRFX: VTSMX (1.18) vs MFRFX (0.48). MFRFX was incepted earlier than VTSMX: MFRFX (54 years) vs VTSMX (33 years). MFRFX (0.77) is less costly to investors than VTSMX (0.14). MFRFX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MFRFX has a lower initial minimum investment than VTSMX: MFRFX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. MFRFX (-0.46). VTSMX return over 5 years is better than : 97.67 vs. MFRFX (38.51).
MFRFXVTSMXMFRFX / VTSMX
Total Expense Ratio0.770.14550%
Annual Report Gross Expense Ratio0.770.14550%
Fund Existence54 years33 years-
Gain YTD2.8223.32185%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets7.95B1.82T0%
Annual Yield % from dividends0.481.1840%
Returns for 1 year-0.4611.43-4%
Returns for 3 years19.8354.1937%
Returns for 5 years38.5197.6739%
Returns for 10 years58.86190.8731%
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