MFRFX
Price
$63.49
Change
+$0.32 (+0.51%)
Updated
Oct 17 closing price
Net Assets
8.05B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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MFRFX vs VTSMX

Header iconMFRFX vs VTSMX Comparison
Open Charts MFRFX vs VTSMXBanner chart's image
MFS Research A
Price$63.49
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets8.05B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MFRFX vs VTSMX Comparison Chart in %
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MFRFX vs. VTSMX commentary
Oct 18, 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 StrongBuy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MFRFX (8.05B). VTSMX pays higher dividends than MFRFX: VTSMX (1.04) vs MFRFX (0.43). MFRFX was incepted earlier than VTSMX: MFRFX (54 years) vs VTSMX (34 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 : 13.30 vs. MFRFX (0.29). VTSMX return over 5 years is better than : 84.06 vs. MFRFX (27.71).
MFRFXVTSMXMFRFX / VTSMX
Total Expense Ratio0.770.14550%
Annual Report Gross Expense Ratio0.770.14550%
Fund Existence54 years34 years-
Gain YTD9.34712.52375%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.05B2.02T0%
Annual Yield % from dividends0.431.0442%
Returns for 1 year0.2913.302%
Returns for 3 years32.2575.2543%
Returns for 5 years27.7184.0633%
Returns for 10 years72.17223.6932%
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