MFRHX
Price
$60.68
Change
+$0.55 (+0.91%)
Updated
Jul 3 closing price
Net Assets
8.12B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MFRHX vs VTSMX

Header iconMFRHX vs VTSMX Comparison
Open Charts MFRHX vs VTSMXBanner chart's image
MFS Research R3
Price$60.68
Change+$0.55 (+0.91%)
VolumeN/A
Net Assets8.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MFRHX vs VTSMX Comparison Chart in %
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MFRHX vs. VTSMX 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 MFRHX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MFRHX (8.12B). VTSMX pays higher dividends than MFRHX: VTSMX (1.12) vs MFRHX (0.43). MFRHX was incepted earlier than VTSMX: MFRHX (20 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: 24.00 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 : 13.89 vs. MFRHX (2.24). VTSMX return over 5 years is better than : 95.59 vs. MFRHX (35.86).
MFRHXVTSMXMFRHX / VTSMX
Total Expense Ratio0.770.14550%
Annual Report Gross Expense Ratio0.770.14550%
Fund Existence20 years33 years-
Gain YTD6.3076.42198%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.82T0%
Annual Yield % from dividends0.431.1239%
Returns for 1 year2.2413.8916%
Returns for 3 years26.5062.0843%
Returns for 5 years35.8695.5938%
Returns for 10 years66.02198.0533%
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