MFRLX
Price
$48.40
Change
+$0.47 (+0.98%)
Updated
Jun 26 closing price
Net Assets
7.95B
VTSMX
Price
$146.91
Change
+$1.27 (+0.87%)
Updated
Jun 26 closing price
Net Assets
1.82T
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MFRLX vs VTSMX

Header iconMFRLX vs VTSMX Comparison
Open Charts MFRLX vs VTSMXBanner chart's image
MFS Research R1
Price$48.40
Change+$0.47 (+0.98%)
VolumeN/A
Net Assets7.95B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
MFRLX vs VTSMX Comparison Chart in %
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MFRLX vs. VTSMX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MFRLX (7.95B). VTSMX pays higher dividends than MFRLX: VTSMX (1.18) 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: 20.00 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 : 11.43 vs. MFRLX (-3.09). VTSMX return over 5 years is better than : 97.67 vs. MFRLX (26.62).
MFRLXVTSMXMFRLX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence20 years33 years-
Gain YTD2.4583.32174%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.95B1.82T0%
Annual Yield % from dividends0.001.18-
Returns for 1 year-3.0911.43-27%
Returns for 3 years12.9454.1924%
Returns for 5 years26.6297.6727%
Returns for 10 years37.00190.8719%
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