MFRJX
Price
$59.06
Change
+$0.50 (+0.85%)
Updated
Jan 17 closing price
Net Assets
8.14B
VTSMX
Price
$144.16
Change
+$1.34 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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MFRJX vs VTSMX

Header iconMFRJX vs VTSMX Comparison
Open Charts MFRJX vs VTSMXBanner chart's image
MFS Research R4
Price$59.06
Change+$0.50 (+0.85%)
VolumeN/A
Net Assets8.14B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
MFRJX vs VTSMX Comparison Chart
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VS
MFRJX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MFRJX (8.14B). VTSMX pays higher dividends than MFRJX: VTSMX (1.26) vs MFRJX (0.69). MFRJX was incepted earlier than VTSMX: MFRJX (20 years) vs VTSMX (33 years). 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 : 25.24 vs. MFRJX (11.32). VTSMX return over 5 years is better than : 76.07 vs. MFRJX (28.19).
MFRJXVTSMXMFRJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 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 dividends0.691.2655%
Returns for 1 year11.3225.2445%
Returns for 3 years4.9728.9417%
Returns for 5 years28.1976.0737%
Returns for 10 years73.72194.9938%
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