MFRJX
Price
$51.42
Change
+$0.05 (+0.10%)
Updated
Apr 17 closing price
Net Assets
7.05B
VSMPX
Price
$236.35
Change
+$0.56 (+0.24%)
Updated
Apr 17 closing price
Net Assets
1.7T
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MFRJX vs VSMPX

Header iconMFRJX vs VSMPX Comparison
Open Charts MFRJX vs VSMPXBanner chart's image
MFS Research R4
Price$51.42
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets7.05B
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
MFRJX vs VSMPX Comparison Chart
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VS
MFRJX vs. VSMPX commentary
Apr 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MFRJX (7.05B). VSMPX pays higher dividends than MFRJX: VSMPX (1.37) vs MFRJX (0.76). MFRJX was incepted earlier than VSMPX: MFRJX (20 years) vs VSMPX (10 years). MFRJX (0.52) is less costly to investors than VSMPX (0.02). MFRJX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). MFRJX has a lower initial minimum investment than VSMPX: MFRJX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.36 vs. MFRJX (-7.80). VSMPX return over 5 years is better than : 81.01 vs. MFRJX (27.59).
MFRJXVSMPXMFRJX / VSMPX
Total Expense Ratio0.520.022,600%
Annual Report Gross Expense Ratio0.520.022,600%
Fund Existence20 years10 years-
Gain YTD-11.001-10.853101%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.05B1.7T0%
Annual Yield % from dividends0.761.3756%
Returns for 1 year-7.804.36-179%
Returns for 3 years-4.0717.57-23%
Returns for 5 years27.5981.0134%
Returns for 10 years42.45N/A-
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