MFRHX
Price
$62.90
Change
+$0.35 (+0.56%)
Updated
Sep 26 closing price
Net Assets
8.15B
VTSMX
Price
$159.19
Change
+$1.00 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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MFRHX vs VTSMX

Header iconMFRHX vs VTSMX Comparison
Open Charts MFRHX vs VTSMXBanner chart's image
MFS Research R3
Price$62.90
Change+$0.35 (+0.56%)
VolumeN/A
Net Assets8.15B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
MFRHX vs VTSMX Comparison Chart in %
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MFRHX vs. VTSMX commentary
Sep 29, 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 MFRHX is a Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MFRHX (8.15B). VTSMX pays higher dividends than MFRHX: VTSMX (1.07) vs MFRHX (0.42). MFRHX was incepted earlier than VTSMX: MFRHX (21 years) vs VTSMX (33 years). MFRHX (0.77) is less costly to investors than VTSMX (0.14). MFRHX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MFRHX has a lower initial minimum investment than VTSMX: MFRHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. MFRHX (2.66). VTSMX return over 5 years is better than : 96.53 vs. MFRHX (36.20).
MFRHXVTSMXMFRHX / VTSMX
Total Expense Ratio0.770.14550%
Annual Report Gross Expense Ratio0.770.14550%
Fund Existence21 years33 years-
Gain YTD10.19612.94979%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.15B1.95T0%
Annual Yield % from dividends0.421.0739%
Returns for 1 year2.6615.6317%
Returns for 3 years37.7680.2547%
Returns for 5 years36.2096.5337%
Returns for 10 years89.87249.9236%
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