MFRHX
Price
$58.40
Change
+$0.50 (+0.86%)
Updated
Jan 17 closing price
Net Assets
8.14B
VSMPX
Price
$270.52
Change
+$2.52 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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MFRHX vs VSMPX

Header iconMFRHX vs VSMPX Comparison
Open Charts MFRHX vs VSMPXBanner chart's image
MFS Research R3
Price$58.40
Change+$0.50 (+0.86%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
MFRHX vs VSMPX Comparison Chart
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VS
MFRHX vs. VSMPX commentary
Jan 19, 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 MFRHX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. MFRHX (8.14B). VSMPX pays higher dividends than MFRHX: VSMPX (1.36) vs MFRHX (0.49). MFRHX was incepted earlier than VSMPX: MFRHX (20 years) vs VSMPX (10 years). MFRHX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRHX has a lower initial minimum investment than VSMPX: MFRHX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.27 vs. MFRHX (10.94). VSMPX return over 5 years is better than : 76.14 vs. MFRHX (26.24).
MFRHXVSMPXMFRHX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years10 years-
Gain YTD2.3132.245103%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B1.78T0%
Annual Yield % from dividends0.491.3636%
Returns for 1 year10.9425.2743%
Returns for 3 years3.9729.0014%
Returns for 5 years26.2476.1434%
Returns for 10 years68.58N/A-
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