MFRJX
Price
$59.06
Change
+$0.50 (+0.85%)
Updated
Jan 17 closing price
Net Assets
8.14B
VITSX
Price
$144.22
Change
+$1.35 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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MFRJX vs VITSX

Header iconMFRJX vs VITSX Comparison
Open Charts MFRJX vs VITSXBanner chart's image
MFS Research R4
Price$59.06
Change+$0.50 (+0.85%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
MFRJX vs VITSX Comparison Chart
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VS
MFRJX vs. VITSX commentary
Jan 19, 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 MFRJX is a Hold and VITSX is a Hold.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. MFRJX (8.14B). VITSX pays higher dividends than MFRJX: VITSX (1.36) vs MFRJX (0.69). MFRJX was incepted earlier than VITSX: MFRJX (20 years) vs VITSX (28 years). MFRJX is a more actively managed with annual turnover of: 24.00 vs. VITSX (2.00). MFRJX has a lower initial minimum investment than VITSX: MFRJX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 25.26 vs. MFRJX (11.32). VITSX return over 5 years is better than : 76.10 vs. MFRJX (28.19).
MFRJXVITSXMFRJX / VITSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years28 years-
Gain YTD2.3222.247103%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B1.78T0%
Annual Yield % from dividends0.691.3651%
Returns for 1 year11.3225.2645%
Returns for 3 years4.9728.9617%
Returns for 5 years28.1976.1037%
Returns for 10 years73.72195.5938%
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