MFRLX
Price
$51.15
Change
-$0.00 (-0.00%)
Updated
Sep 19 closing price
VSMPX
Price
$257.59
Change
-$0.00 (-0.00%)
Updated
Sep 19 closing price
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MFRLX vs VSMPX

Header iconMFRLX vs VSMPX Comparison
Open Charts MFRLX vs VSMPXBanner chart's image
MFS Research R1
Price$51.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$257.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MFRLX vs VSMPX Comparison Chart
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VS
MFRLX vs. VSMPX commentary
Sep 20, 2024

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 Buy and VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MFRLX (8.12B). VSMPX pays higher dividends than MFRLX: VSMPX (1.36) vs MFRLX (0.00). MFRLX was incepted earlier than VSMPX: MFRLX (19 years) vs VSMPX (9 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 : 25.90 vs. MFRLX (14.43). VSMPX return over 5 years is better than : 83.02 vs. MFRLX (29.12).
MFRLXVSMPXMFRLX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years9 years-
Gain YTD13.83016.92982%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.72T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year14.4325.9056%
Returns for 3 years-3.0421.36-14%
Returns for 5 years29.1283.0235%
Returns for 10 years41.23N/A-
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