MFRBX
Price
$53.98
Change
-$0.88 (-1.60%)
Updated
Nov 13 closing price
Net Assets
8.22B
VTSMX
Price
$160.55
Change
-$2.87 (-1.76%)
Updated
Nov 13 closing price
Net Assets
2.05T
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MFRBX vs VTSMX

Header iconMFRBX vs VTSMX Comparison
Open Charts MFRBX vs VTSMXBanner chart's image
MFS Research B
Price$53.98
Change-$0.88 (-1.60%)
VolumeN/A
Net Assets8.22B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MFRBX vs VTSMX Comparison Chart in %
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MFRBX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. MFRBX (8.22B). VTSMX pays higher dividends than MFRBX: VTSMX (1.02) 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 : 13.42 vs. MFRBX (-1.35). VTSMX return over 5 years is better than : 83.98 vs. MFRBX (19.60).
MFRBXVTSMXMFRBX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence32 years34 years-
Gain YTD12.28015.97277%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.22B2.05T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-1.3513.42-10%
Returns for 3 years22.1368.2232%
Returns for 5 years19.6083.9823%
Returns for 10 years57.62235.4024%
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