MRFIX
Price
$58.06
Change
+$0.46 (+0.80%)
Updated
May 8 closing price
Net Assets
7.57B
VSMPX
Price
$254.04
Change
+$1.84 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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MRFIX vs VSMPX

Header iconMRFIX vs VSMPX Comparison
Open Charts MRFIX vs VSMPXBanner chart's image
MFS Research I
Price$58.06
Change+$0.46 (+0.80%)
VolumeN/A
Net Assets7.57B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
MRFIX vs VSMPX Comparison Chart
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VS
MRFIX vs. VSMPX commentary
May 09, 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 MRFIX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MRFIX (7.57B). VSMPX pays higher dividends than MRFIX: VSMPX (1.37) vs MRFIX (0.73). MRFIX was incepted earlier than VSMPX: MRFIX (28 years) vs VSMPX (10 years). MRFIX (0.52) is less costly to investors than VSMPX (0.02). MRFIX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MRFIX has a lower initial minimum investment than VSMPX: MRFIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. MRFIX (-3.19). VSMPX return over 5 years is better than : 88.00 vs. MRFIX (34.90).
MRFIXVSMPXMRFIX / VSMPX
Total Expense Ratio0.520.022,600%
Annual Report Gross Expense Ratio0.520.022,600%
Fund Existence28 years10 years-
Gain YTD-4.048-4.64987%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.57B1.72T0%
Annual Yield % from dividends0.731.3753%
Returns for 1 year-3.197.86-41%
Returns for 3 years12.8439.4333%
Returns for 5 years34.9088.0040%
Returns for 10 years51.39155.0033%
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