MFRJX
Price
$57.58
Change
-$1.70 (-2.87%)
Updated
Dec 18 closing price
VTSMX
Price
$141.24
Change
-$4.58 (-3.14%)
Updated
Dec 18 closing price
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MFRJX vs VTSMX

Header iconMFRJX vs VTSMX Comparison
Open Charts MFRJX vs VTSMXBanner chart's image
MFS Research R4
Price$57.58
Change-$1.70 (-2.87%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
MFRJX vs VTSMX Comparison Chart
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VS
MFRJX vs. VTSMX commentary
Dec 19, 2024

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 StrongBuy and VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MFRJX (8.26B). 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 : 26.90 vs. MFRJX (13.11). VTSMX return over 5 years is better than : 84.16 vs. MFRJX (34.46).
MFRJXVTSMXMFRJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 years-
Gain YTD12.00226.35246%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.26B1.84T0%
Annual Yield % from dividends0.691.2655%
Returns for 1 year13.1126.9049%
Returns for 3 years3.6927.8813%
Returns for 5 years34.4684.1641%
Returns for 10 years69.05192.0436%
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