MFRBX
Price
$53.38
Change
+$0.26 (+0.49%)
Updated
Oct 17 closing price
Net Assets
8.05B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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MFRBX vs VTSMX

Header iconMFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMXBanner chart's image
MFS Research B
Price$53.38
Change+$0.26 (+0.49%)
VolumeN/A
Net Assets8.05B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MFRBX vs VTSMX Comparison Chart in %
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MFRBX vs. VTSMX commentary
Oct 19, 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 StrongBuy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MFRBX (8.05B). VTSMX pays higher dividends than MFRBX: VTSMX (1.04) vs MFRBX (0.00). MFRBX was incepted earlier than VTSMX: MFRBX (32 years) vs VTSMX (34 years). MFRBX (1.52) is less costly to investors than VTSMX (0.14). MFRBX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MFRBX has a lower initial minimum investment than VTSMX: MFRBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. MFRBX (-1.46). VTSMX return over 5 years is better than : 84.86 vs. MFRBX (18.86).
MFRBXVTSMXMFRBX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence32 years34 years-
Gain YTD9.25113.01271%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.05B2.02T0%
Annual Yield % from dividends0.001.04-
Returns for 1 year-1.4613.79-11%
Returns for 3 years26.4976.0235%
Returns for 5 years18.8684.8622%
Returns for 10 years51.93225.1023%
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