MFRLX
Price
$41.52
Change
-$1.57 (-3.64%)
Updated
Apr 10 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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MFRLX vs VTSMX

Header iconMFRLX vs VTSMX Comparison
Open Charts MFRLX vs VTSMXBanner chart's image
MFS Research R1
Price$41.52
Change-$1.57 (-3.64%)
VolumeN/A
Net Assets7.32B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
MFRLX vs VTSMX Comparison Chart
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VS
MFRLX vs. VTSMX commentary
Apr 12, 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 Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MFRLX (7.32B). VTSMX pays higher dividends than MFRLX: VTSMX (1.25) vs MFRLX (0.00). MFRLX was incepted earlier than VTSMX: MFRLX (20 years) vs VTSMX (33 years). MFRLX (1.52) is less costly to investors than VTSMX (0.14). MFRLX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). MFRLX has a lower initial minimum investment than VTSMX: MFRLX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. MFRLX (-9.85). VTSMX return over 5 years is better than : 92.15 vs. MFRLX (22.53).
MFRLXVTSMXMFRLX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence20 years33 years-
Gain YTD-7.888-7.881100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.32B1.7T0%
Annual Yield % from dividends0.001.25-
Returns for 1 year-9.854.72-209%
Returns for 3 years-8.1720.95-39%
Returns for 5 years22.5392.1524%
Returns for 10 years21.72154.6314%
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