MRFIX
Price
$59.35
Change
+$0.16 (+0.27%)
Updated
Dec 24 closing price
Net Assets
8.12B
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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MRFIX vs VSMPX

Header iconMRFIX vs VSMPX Comparison
Open Charts MRFIX vs VSMPXBanner chart's image
MFS Research I
Price$59.35
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets8.12B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
MRFIX vs VSMPX Comparison Chart in %
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VS
MRFIX vs. VSMPX commentary
Dec 26, 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 MRFIX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. MRFIX (8.12B). VSMPX pays higher dividends than MRFIX: VSMPX (1.12) vs MRFIX (0.62). MRFIX was incepted earlier than VSMPX: MRFIX (29 years) vs VSMPX (11 years). MRFIX (0.52) is less costly to investors than VSMPX (0.02). MRFIX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (2.00). MRFIX has a lower initial minimum investment than VSMPX: MRFIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. MRFIX (-3.32). VSMPX return over 5 years is better than : 76.89 vs. MRFIX (16.56).
MRFIXVSMPXMRFIX / VSMPX
Total Expense Ratio0.520.022,600%
Annual Report Gross Expense Ratio0.520.022,600%
Fund Existence29 years11 years-
Gain YTD-1.13317.382-7%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B2.06T0%
Annual Yield % from dividends0.621.1255%
Returns for 1 year-3.3214.43-23%
Returns for 3 years25.3778.1032%
Returns for 5 years16.5676.8922%
Returns for 10 years69.83225.0931%
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