MRFIX
Price
$63.90
Change
+$0.58 (+0.92%)
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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MRFIX vs VTSMX

Header iconMRFIX vs VTSMX Comparison
Open Charts MRFIX vs VTSMXBanner chart's image
MFS Research I
Price$63.90
Change+$0.58 (+0.92%)
VolumeN/A
Net Assets8.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MRFIX vs VTSMX Comparison Chart in %
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MRFIX 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 MRFIX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MRFIX (8.12B). VTSMX pays higher dividends than MRFIX: VTSMX (1.12) vs MRFIX (0.66). MRFIX was incepted earlier than VTSMX: MRFIX (29 years) vs VTSMX (33 years). MRFIX (0.52) is less costly to investors than VTSMX (0.14). MRFIX is a more actively managed with annual turnover of: 24.00 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 : 13.89 vs. MRFIX (2.93). VTSMX return over 5 years is better than : 95.59 vs. MRFIX (40.49).
MRFIXVTSMXMRFIX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence29 years33 years-
Gain YTD6.4476.421100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.82T0%
Annual Yield % from dividends0.661.1259%
Returns for 1 year2.9313.8921%
Returns for 3 years27.5262.0844%
Returns for 5 years40.4995.5942%
Returns for 10 years68.87198.0535%
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