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MSJFX vs VTSMX
MSJFX vs VTSMX Comparison
Open Charts MSJFX vs VTSMX
Invesco Main Street R5
Price$58.37
Change-$1.75 (-2.91%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
MSJFX vs VTSMX Comparison Chart
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MSJFX 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 MSJFX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MSJFX (11.2B). VTSMX pays higher dividends than MSJFX: VTSMX (1.26) vs MSJFX (0.18). MSJFX was incepted earlier than VTSMX: MSJFX (6 years) vs VTSMX (33 years). MSJFX is a more actively managed with annual turnover of: 66.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MSJFX: VTSMX (3000) vs MSJFX (1000000). VTSMX (22.04) and MSJFX (21.77) have marching annual gain over last year. VTSMX return over 5 years is better than : 77.48 vs. MSJFX (31.07).
| MSJFX | VTSMX | MSJFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 21.133 | 22.383 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.84T | 1% |
| Annual Yield % from dividends | 0.18 | 1.26 | 14% |
| Returns for 1 year | 21.77 | 22.04 | 99% |
| Returns for 3 years | 11.00 | 23.86 | 46% |
| Returns for 5 years | 31.07 | 77.48 | 40% |
| Returns for 10 years | N/A | 182.87 | - |
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