MRFIX
Price
$66.10
Change
+$0.33 (+0.50%)
Updated
Oct 17 closing price
Net Assets
8.09B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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MRFIX vs VTSMX

Header iconMRFIX vs VTSMX Comparison
Open Charts MRFIX vs VTSMXBanner chart's image
MFS Research I
Price$66.10
Change+$0.33 (+0.50%)
VolumeN/A
Net Assets8.09B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MRFIX vs VTSMX Comparison Chart in %
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MRFIX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. MRFIX (8.09B). VTSMX pays higher dividends than MRFIX: VTSMX (1.04) vs MRFIX (0.63). 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 : 13.79 vs. MRFIX (1.36). VTSMX return over 5 years is better than : 84.86 vs. MRFIX (30.95).
MRFIXVTSMXMRFIX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence29 years34 years-
Gain YTD10.11213.01278%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.09B2.02T0%
Annual Yield % from dividends0.631.0460%
Returns for 1 year1.3613.7910%
Returns for 3 years34.5876.0245%
Returns for 5 years30.9584.8636%
Returns for 10 years79.28225.1035%
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