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MRFOX vs VTSMX
MRFOX vs VTSMX Comparison
Open Charts MRFOX vs VTSMX
Marshfield Concentrated Opportunity
Price$31.76
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets1.11B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
MRFOX vs VTSMX Comparison Chart
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MRFOX vs. VTSMX commentary
Apr 18, 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 MRFOX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MRFOX (1.11B). VTSMX pays higher dividends than MRFOX: VTSMX (1.25) vs MRFOX (0.95). MRFOX was incepted earlier than VTSMX: MRFOX (9 years) vs VTSMX (33 years). MRFOX (1.12) is less costly to investors than VTSMX (0.14). MRFOX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MRFOX: VTSMX (3000) vs MRFOX (10000). MRFOX annual gain was more profitable for investors over the last year : 5.74 vs. VTSMX (4.35). MRFOX return over 5 years is better than : 92.25 vs. VTSMX (80.93).
| MRFOX | VTSMX | MRFOX / VTSMX | |
| Total Expense Ratio | 1.02 | 0.14 | 729% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.042 | -10.853 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.7T | 0% |
| Annual Yield % from dividends | 0.95 | 1.25 | 76% |
| Returns for 1 year | 5.74 | 4.35 | 132% |
| Returns for 3 years | 46.09 | 17.53 | 263% |
| Returns for 5 years | 92.25 | 80.93 | 114% |
| Returns for 10 years | N/A | 145.67 | - |
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