MFRBX
Price
$49.18
Change
-$0.68 (-1.36%)
Updated
Jun 13 closing price
Net Assets
7.89B
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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MFRBX vs VSMPX

Header iconMFRBX vs VSMPX Comparison
Open Charts MFRBX vs VSMPXBanner chart's image
MFS Research B
Price$49.18
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets7.89B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MFRBX vs VSMPX Comparison Chart
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MFRBX vs. VSMPX commentary
Jun 16, 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 MFRBX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MFRBX (7.89B). VSMPX pays higher dividends than MFRBX: VSMPX (1.29) vs MFRBX (0.00). MFRBX was incepted earlier than VSMPX: MFRBX (32 years) vs VSMPX (10 years). MFRBX (1.52) is less costly to investors than VSMPX (0.02). MFRBX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRBX has a lower initial minimum investment than VSMPX: MFRBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. MFRBX (-3.21). VSMPX return over 5 years is better than : 91.46 vs. MFRBX (24.63).
MFRBXVSMPXMFRBX / VSMPX
Total Expense Ratio1.520.027,600%
Annual Report Gross Expense Ratio1.520.027,600%
Fund Existence32 years10 years-
Gain YTD0.6551.37448%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.89B1.82T0%
Annual Yield % from dividends0.001.29-
Returns for 1 year-3.2110.08-32%
Returns for 3 years16.9357.6629%
Returns for 5 years24.6391.4627%
Returns for 10 years34.60170.6720%
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