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MFRFX MFS Research Fund A

15 lower fee alternatives found

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Fund MFRFX MFS Research Fund A SPLG SPDR Portfolio Large Cap ETF MGC Vanguard Mega Cap Index Fund ETF  
100% 95% 94%
Annual Fees
(0.83% Exp. Ratio)
(0.03% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,303.65 $52,561.75 $51,934.47
Est. savings over 30 yrs +$11,258.10 +$10,630.82
As of 2/28/18
1 YR RETURN 17.90%
3 YR 10.38%
5 YR 13.54%
10 YR 9.39%
1 YR RETURN 21.46%
3 YR 12.22%
5 YR 15.40%
10 YR 10.10%
1 YR RETURN 18.13%
3 YR 11.53%
5 YR 14.87%
10 YR 9.75%
The Fund seeks to invest in a blend of small, middle and large companies with long-term growth prospects and a successful earnings track record.
The Fund seeks to provide investment results that correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded U.S. equity securities. The Fund generally invests at least 80% of its total assets in the securities comprising the Russell 1000 Index.
The Fund seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization stocks in the United States. The Fund employs indexing investment approach designed to track the performance of the MSCI US Large-Cap 300 Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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