MFRJX
Price
$55.83
Change
+$0.45 (+0.81%)
Updated
May 8 closing price
Net Assets
7.57B
VTSMX
Price
$135.37
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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MFRJX vs VTSMX

Header iconMFRJX vs VTSMX Comparison
Open Charts MFRJX vs VTSMXBanner chart's image
MFS Research R4
Price$55.83
Change+$0.45 (+0.81%)
VolumeN/A
Net Assets7.57B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MFRJX vs VTSMX Comparison Chart
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MFRJX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MFRJX (7.57B). VTSMX pays higher dividends than MFRJX: VTSMX (1.26) vs MFRJX (0.77). MFRJX was incepted earlier than VTSMX: MFRJX (20 years) vs VTSMX (33 years). MFRJX (0.52) is less costly to investors than VTSMX (0.14). MFRJX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). MFRJX has a lower initial minimum investment than VTSMX: MFRJX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. MFRJX (-3.51). VTSMX return over 5 years is better than : 87.92 vs. MFRJX (34.74).
MFRJXVTSMXMFRJX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence20 years33 years-
Gain YTD-4.054-4.66087%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.57B1.72T0%
Annual Yield % from dividends0.771.2661%
Returns for 1 year-3.517.85-45%
Returns for 3 years13.0239.3733%
Returns for 5 years34.7487.9240%
Returns for 10 years53.34162.7833%
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