MRFIX
Price
$57.07
Change
+$0.56 (+0.99%)
Updated
May 1 closing price
Net Assets
7.44B
VTSAX
Price
$133.67
Change
+$0.82 (+0.62%)
Updated
May 1 closing price
Net Assets
1.7T
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MRFIX vs VTSAX

Header iconMRFIX vs VTSAX Comparison
Open Charts MRFIX vs VTSAXBanner chart's image
MFS Research I
Price$57.07
Change+$0.56 (+0.99%)
VolumeN/A
Net Assets7.44B
Vanguard Total Stock Mkt Idx Adm
Price$133.67
Change+$0.82 (+0.62%)
VolumeN/A
Net Assets1.7T
MRFIX vs VTSAX Comparison Chart
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MRFIX vs. VTSAX commentary
May 02, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. MRFIX (7.44B). VTSAX pays higher dividends than MRFIX: VTSAX (1.36) vs MRFIX (0.73). MRFIX was incepted earlier than VTSAX: MRFIX (28 years) vs VTSAX (24 years). MRFIX (0.52) is less costly to investors than VTSAX (0.04). MRFIX is a more actively managed with annual turnover of: 24.00 vs. VTSAX (2.00). MRFIX has a lower initial minimum investment than VTSAX: MRFIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.17 vs. MRFIX (-1.92). VTSAX return over 5 years is better than : 93.28 vs. MRFIX (37.26).
MRFIXVTSAXMRFIX / VTSAX
Total Expense Ratio0.520.041,300%
Annual Report Gross Expense Ratio0.520.041,300%
Fund Existence28 years24 years-
Gain YTD-5.864-5.770102%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.44B1.7T0%
Annual Yield % from dividends0.731.3654%
Returns for 1 year-1.9210.17-19%
Returns for 3 years6.5531.3121%
Returns for 5 years37.2693.2840%
Returns for 10 years48.30159.5630%
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