MFRBX
Price
$51.75
Change
+$0.47 (+0.92%)
Updated
Jul 3 closing price
Net Assets
8.12B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MFRBX vs VTSAX

Header iconMFRBX vs VTSAX Comparison
Open Charts MFRBX vs VTSAXBanner chart's image
MFS Research B
Price$51.75
Change+$0.47 (+0.92%)
VolumeN/A
Net Assets8.12B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MFRBX vs VTSAX Comparison Chart in %
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MFRBX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MFRBX (8.12B). VTSAX pays higher dividends than MFRBX: VTSAX (1.21) vs MFRBX (0.00). MFRBX was incepted earlier than VTSAX: MFRBX (32 years) vs VTSAX (25 years). MFRBX (1.52) is less costly to investors than VTSAX (0.04). MFRBX is a more actively managed with annual turnover of: 24.00 vs. VTSAX (2.00). MFRBX has a lower initial minimum investment than VTSAX: MFRBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. MFRBX (0.06). VTSAX return over 5 years is better than : 95.62 vs. MFRBX (27.53).
MFRBXVTSAXMFRBX / VTSAX
Total Expense Ratio1.520.043,800%
Annual Report Gross Expense Ratio1.520.043,800%
Fund Existence32 years25 years-
Gain YTD5.9156.41692%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.82T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year0.0613.890%
Returns for 3 years19.8562.1232%
Returns for 5 years27.5395.6229%
Returns for 10 years43.12198.6922%
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