MRFIX
Price
$66.89
Change
-$1.09 (-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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MRFIX vs VTSMX

Header iconMRFIX vs VTSMX Comparison
Open Charts MRFIX vs VTSMXBanner chart's image
MFS Research I
Price$66.89
Change-$1.09 (-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
MRFIX vs VTSMX Comparison Chart in %
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MRFIX 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 MRFIX is a StrongBuy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRFIX (8.22B). VTSMX pays higher dividends than MRFIX: VTSMX (1.02) vs MRFIX (0.62). MRFIX was incepted earlier than VTSMX: MRFIX (29 years) vs VTSMX (34 years). MRFIX (0.52) is less costly to investors than VTSMX (0.14). MRFIX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MRFIX has a lower initial minimum investment than VTSMX: MRFIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MRFIX (1.48). VTSMX return over 5 years is better than : 83.98 vs. MRFIX (31.76).
MRFIXVTSMXMRFIX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence29 years34 years-
Gain YTD13.24315.97283%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.22B2.05T0%
Annual Yield % from dividends0.621.0261%
Returns for 1 year1.4813.4211%
Returns for 3 years29.9368.2244%
Returns for 5 years31.7683.9838%
Returns for 10 years85.99235.4037%
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