MFRJX
Price
$51.37
Change
-$1.05 (-2.00%)
Updated
Apr 16 closing price
Net Assets
7.19B
VTSMX
Price
$125.66
Change
-$2.69 (-2.10%)
Updated
Apr 16 closing price
Net Assets
1.7T
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MFRJX vs VTSMX

Header iconMFRJX vs VTSMX Comparison
Open Charts MFRJX vs VTSMXBanner chart's image
MFS Research R4
Price$51.37
Change-$1.05 (-2.00%)
VolumeN/A
Net Assets7.19B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
MFRJX vs VTSMX Comparison Chart
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MFRJX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. MFRJX (7.19B). VTSMX pays higher dividends than MFRJX: VTSMX (1.25) vs MFRJX (0.76). 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 : 5.93 vs. MFRJX (-6.40). VTSMX return over 5 years is better than : 84.81 vs. MFRJX (30.20).
MFRJXVTSMXMFRJX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence20 years33 years-
Gain YTD-9.182-8.945103%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.19B1.7T0%
Annual Yield % from dividends0.761.2561%
Returns for 1 year-6.405.93-108%
Returns for 3 years-2.3819.82-12%
Returns for 5 years30.2084.8136%
Returns for 10 years46.62153.1730%
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