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MRSIX vs VFWPX
MRSIX vs VFWPX Comparison
Open Charts MRSIX vs VFWPX
MRSIX vs VFWPX Comparison Chart in %
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MRSIX vs. VFWPX commentary
Jun 30, 2026
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 MRSIX is a Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.4B vs. MRSIX (17.4B). VFWPX pays higher dividends than MRSIX: VFWPX (2.62) vs MRSIX (1.73). MRSIX was incepted earlier than VFWPX: MRSIX (30 years) vs VFWPX (16 years). MRSIX (0.75) is less costly to investors than VFWPX (0.03). MRSIX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). VFWPX annual gain was more profitable for investors over the last year : 24.16 vs. MRSIX (10.96). VFWPX return over 5 years is better than : 35.76 vs. MRSIX (27.61).
| MRSIX | VFWPX | MRSIX / VFWPX | |
| Total Expense Ratio | 0.74 | 0.03 | 2,467% |
| Annual Report Gross Expense Ratio | 0.75 | 0.03 | 2,500% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 8.789 | 12.496 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 94.4B | 18% |
| Annual Yield % from dividends | 1.73 | 2.62 | 66% |
| Returns for 1 year | 10.96 | 24.16 | 45% |
| Returns for 3 years | 37.16 | 55.78 | 67% |
| Returns for 5 years | 27.61 | 35.76 | 77% |
| Returns for 10 years | 119.50 | 106.63 | 112% |
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