MFRJX
Price
$59.06
Change
+$0.50 (+0.85%)
Updated
Jan 17 closing price
Net Assets
8.14B
VTSAX
Price
$144.19
Change
+$1.35 (+0.95%)
Updated
Jan 17 closing price
Net Assets
1.78T
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MFRJX vs VTSAX

Header iconMFRJX vs VTSAX Comparison
Open Charts MFRJX vs VTSAXBanner chart's image
MFS Research R4
Price$59.06
Change+$0.50 (+0.85%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
MFRJX vs VTSAX Comparison Chart
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MFRJX vs. VTSAX 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MFRJX (8.14B). VTSAX pays higher dividends than MFRJX: VTSAX (1.35) vs MFRJX (0.69). MFRJX was incepted earlier than VTSAX: MFRJX (20 years) vs VTSAX (24 years). 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 : 25.26 vs. MFRJX (11.32). VTSAX return over 5 years is better than : 76.10 vs. MFRJX (28.19).
MFRJXVTSAXMFRJX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD2.3222.241104%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B1.78T0%
Annual Yield % from dividends0.691.3551%
Returns for 1 year11.3225.2645%
Returns for 3 years4.9728.9617%
Returns for 5 years28.1976.1037%
Returns for 10 years73.72195.6338%
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