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MSJFX vs VTSMX
MSJFX vs VTSMX Comparison
Open Charts MSJFX vs VTSMX
Invesco Main Street R5
Price$63.41
Change-$0.26 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.12
Change-$0.98 (-0.68%)
VolumeN/A
CapitalizationN/A
MSJFX vs VTSMX Comparison Chart
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MSJFX vs. VTSMX commentary
Nov 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MSJFX (11.2B). VTSMX pays higher dividends than MSJFX: VTSMX (1.26) vs MSJFX (0.18). MSJFX was incepted earlier than VTSMX: MSJFX (5 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 annual gain was more profitable for investors over the last year : 32.22 vs. MSJFX (25.38). VTSMX return over 5 years is better than : 86.16 vs. MSJFX (31.44).
| MSJFX | VTSMX | MSJFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 26.623 | 24.012 | 111% |
| 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 | 1.73T | 1% |
| Annual Yield % from dividends | 0.18 | 1.26 | 14% |
| Returns for 1 year | 25.38 | 32.22 | 79% |
| Returns for 3 years | -5.26 | 22.00 | -24% |
| Returns for 5 years | 31.44 | 86.16 | 36% |
| Returns for 10 years | N/A | 191.45 | - |
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