MFRLX
Price
$47.84
Change
+$0.40 (+0.84%)
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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MFRLX vs VSMPX

Header iconMFRLX vs VSMPX Comparison
Open Charts MFRLX vs VSMPXBanner chart's image
MFS Research R1
Price$47.84
Change+$0.40 (+0.84%)
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
MFRLX vs VSMPX Comparison Chart
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VS
MFRLX 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 MFRLX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. MFRLX (8.14B). VSMPX pays higher dividends than MFRLX: VSMPX (1.36) vs MFRLX (0.00). MFRLX was incepted earlier than VSMPX: MFRLX (20 years) vs VSMPX (10 years). MFRLX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRLX has a lower initial minimum investment than VSMPX: MFRLX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.27 vs. MFRLX (8.09). VSMPX return over 5 years is better than : 76.14 vs. MFRLX (14.98).
MFRLXVSMPXMFRLX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years10 years-
Gain YTD2.2662.245101%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B1.78T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year8.0925.2732%
Returns for 3 years-2.4629.00-8%
Returns for 5 years14.9876.1420%
Returns for 10 years42.66N/A-
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