MFRFX
Price
$53.32
Change
+$4.48 (+9.17%)
Updated
Apr 9 closing price
Net Assets
7.32B
VTSMX
Price
$125.25
Change
-$4.60 (-3.54%)
Updated
Apr 10 closing price
Net Assets
1.7T
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MFRFX vs VTSMX

Header iconMFRFX vs VTSMX Comparison
Open Charts MFRFX vs VTSMXBanner chart's image
MFS Research A
Price$53.32
Change+$4.48 (+9.17%)
VolumeN/A
Net Assets7.32B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
MFRFX vs VTSMX Comparison Chart
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MFRFX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. MFRFX (7.32B). VTSMX pays higher dividends than MFRFX: VTSMX (1.25) vs MFRFX (0.50). 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: 24.00 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 : -5.43 vs. MFRFX (-16.06). VTSMX return over 5 years is better than : 75.41 vs. MFRFX (22.77).
MFRFXVTSMXMFRFX / VTSMX
Total Expense Ratio0.770.14550%
Annual Report Gross Expense Ratio0.770.14550%
Fund Existence54 years33 years-
Gain YTD-15.458-15.90597%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets7.32B1.7T0%
Annual Yield % from dividends0.501.2540%
Returns for 1 year-16.06-5.43296%
Returns for 3 years-12.158.73-139%
Returns for 5 years22.7775.4130%
Returns for 10 years28.77131.5322%
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