MRFIX
Price
$58.06
Change
+$0.46 (+0.80%)
Updated
May 8 closing price
Net Assets
7.57B
VTSMX
Price
$135.37
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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MRFIX vs VTSMX

Header iconMRFIX vs VTSMX Comparison
Open Charts MRFIX vs VTSMXBanner chart's image
MFS Research I
Price$58.06
Change+$0.46 (+0.80%)
VolumeN/A
Net Assets7.57B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MRFIX vs VTSMX Comparison Chart
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VS
MRFIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MRFIX (7.57B). VTSMX pays higher dividends than MRFIX: VTSMX (1.26) vs MRFIX (0.73). MRFIX was incepted earlier than VTSMX: MRFIX (28 years) vs VTSMX (33 years). MRFIX (0.52) is less costly to investors than VTSMX (0.14). MRFIX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). MRFIX has a lower initial minimum investment than VTSMX: MRFIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. MRFIX (-3.19). VTSMX return over 5 years is better than : 87.92 vs. MRFIX (34.90).
MRFIXVTSMXMRFIX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence28 years33 years-
Gain YTD-4.048-4.66087%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.57B1.72T0%
Annual Yield % from dividends0.731.2658%
Returns for 1 year-3.197.85-41%
Returns for 3 years12.8439.3733%
Returns for 5 years34.9087.9240%
Returns for 10 years51.39162.7832%
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