MRFIX
Price
$64.41
Change
-$0.00 (-0.00%)
Updated
Sep 19 closing price
VTSMX
Price
$137.25
Change
-$0.00 (-0.00%)
Updated
Sep 19 closing price
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MRFIX vs VTSMX

Header iconMRFIX vs VTSMX Comparison
Open Charts MRFIX vs VTSMXBanner chart's image
MFS Research I
Price$64.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MRFIX vs VTSMX Comparison Chart
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VS
MRFIX vs. VTSMX commentary
Sep 21, 2024

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.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MRFIX (8.12B). VTSMX pays higher dividends than MRFIX: VTSMX (1.26) vs MRFIX (0.67). MRFIX was incepted earlier than VTSMX: MRFIX (28 years) vs VTSMX (32 years). 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 : 25.89 vs. MRFIX (17.22). VTSMX return over 5 years is better than : 82.93 vs. MRFIX (41.59).
MRFIXVTSMXMRFIX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years32 years-
Gain YTD14.62716.88487%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.72T0%
Annual Yield % from dividends0.671.2653%
Returns for 1 year17.2225.8967%
Returns for 3 years2.8421.3313%
Returns for 5 years41.5982.9350%
Returns for 10 years66.82178.9737%
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