MFRKX
Price
$53.13
Change
+$4.46 (+9.16%)
Updated
Apr 9 closing price
Net Assets
7.32B
VSMPX
Price
$243.66
Change
+$21.22 (+9.54%)
Updated
Apr 9 closing price
Net Assets
1.7T
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MFRKX vs VSMPX

Header iconMFRKX vs VSMPX Comparison
Open Charts MFRKX vs VSMPXBanner chart's image
MFS Research R6
Price$53.13
Change+$4.46 (+9.16%)
VolumeN/A
Net Assets7.32B
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.66
Change+$21.22 (+9.54%)
VolumeN/A
Net Assets1.7T
MFRKX vs VSMPX Comparison Chart
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VS
MFRKX vs. VSMPX 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 MFRKX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MFRKX (7.32B). VSMPX pays higher dividends than MFRKX: VSMPX (1.37) vs MFRKX (0.82). MFRKX was incepted earlier than VSMPX: MFRKX (19 years) vs VSMPX (10 years). MFRKX (0.46) is less costly to investors than VSMPX (0.02). MFRKX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRKX has a lower initial minimum investment than VSMPX: MFRKX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : -5.40 vs. MFRKX (-15.81). VSMPX return over 5 years is better than : 75.50 vs. MFRKX (24.14).
MFRKXVSMPXMFRKX / VSMPX
Total Expense Ratio0.460.022,300%
Annual Report Gross Expense Ratio0.460.022,300%
Fund Existence19 years10 years-
Gain YTD-15.386-15.90097%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.32B1.7T0%
Annual Yield % from dividends0.821.3760%
Returns for 1 year-15.81-5.40293%
Returns for 3 years-11.708.78-133%
Returns for 5 years24.1475.5032%
Returns for 10 years31.42N/A-
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