MFRJX
Price
$55.83
Change
+$0.45 (+0.81%)
Updated
May 8 closing price
Net Assets
7.57B
VTSAX
Price
$135.40
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
Ad is loading...

MFRJX vs VTSAX

Header iconMFRJX vs VTSAX Comparison
Open Charts MFRJX vs VTSAXBanner chart's image
MFS Research R4
Price$55.83
Change+$0.45 (+0.81%)
VolumeN/A
Net Assets7.57B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MFRJX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MFRJX vs. VTSAX commentary
May 09, 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 VTSAX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MFRJX (7.57B). VTSAX pays higher dividends than MFRJX: VTSAX (1.36) vs MFRJX (0.77). MFRJX was incepted earlier than VTSAX: MFRJX (20 years) vs VTSAX (25 years). MFRJX (0.52) is less costly to investors than VTSAX (0.04). MFRJX is a more actively managed with annual turnover of: 24.00 vs. VTSAX (2.00). MFRJX has a lower initial minimum investment than VTSAX: MFRJX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. MFRJX (-3.51). VTSAX return over 5 years is better than : 87.93 vs. MFRJX (34.74).
MFRJXVTSAXMFRJX / VTSAX
Total Expense Ratio0.520.041,300%
Annual Report Gross Expense Ratio0.520.041,300%
Fund Existence20 years25 years-
Gain YTD-4.054-4.65787%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.57B1.72T0%
Annual Yield % from dividends0.771.3656%
Returns for 1 year-3.517.85-45%
Returns for 3 years13.0239.3933%
Returns for 5 years34.7487.9340%
Returns for 10 years53.34163.3733%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MBLDX11.85N/A
N/A
MassMutual Balanced R5
VGSIX29.55N/A
N/A
Vanguard Real Estate Index Investor
LCBSX50.63N/A
N/A
ClearBridge Select FI
MLVAX18.71N/A
N/A
MFS Low Volatility Equity A
DBMZX27.19N/A
N/A
BNY Mellon Sm/Md Cp Gr Z