MFRKX
Price
$64.95
Change
+$0.11 (+0.17%)
Updated
Dec 3 closing price
Net Assets
8.14B
VTSMX
Price
$163.76
Change
+$0.68 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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MFRKX vs VTSMX

Header iconMFRKX vs VTSMX Comparison
Open Charts MFRKX vs VTSMXBanner chart's image
MFS Research R6
Price$64.95
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MFRKX vs VTSMX Comparison Chart in %
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MFRKX vs. VTSMX commentary
Dec 04, 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 MFRKX is a Buy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MFRKX (8.14B). VTSMX pays higher dividends than MFRKX: VTSMX (1.02) vs MFRKX (0.70). MFRKX was incepted earlier than VTSMX: MFRKX (20 years) vs VTSMX (34 years). MFRKX (0.46) is less costly to investors than VTSMX (0.14). MFRKX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MFRKX has a lower initial minimum investment than VTSMX: MFRKX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. MFRKX (-0.50). VTSMX return over 5 years is better than : 77.17 vs. MFRKX (27.33).
MFRKXVTSMXMFRKX / VTSMX
Total Expense Ratio0.460.14329%
Annual Report Gross Expense Ratio0.460.14329%
Fund Existence20 years34 years-
Gain YTD12.55215.48981%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B2.05T0%
Annual Yield % from dividends0.701.0269%
Returns for 1 year-0.5011.43-4%
Returns for 3 years25.1764.4039%
Returns for 5 years27.3377.1735%
Returns for 10 years75.39223.0134%
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