Interact to see
Advertisement
Advertisement
MXSFX vs VRTPX
MXSFX vs VRTPX Comparison
Open Charts MXSFX vs VRTPX
MXSFX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MXSFX vs. VRTPX commentary
Aug 03, 2026
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 MXSFX is a Buy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.7B vs. MXSFX (1.47B). VRTPX pays higher dividends than MXSFX: VRTPX (3.52) vs MXSFX (2.35). MXSFX was incepted earlier than VRTPX: MXSFX (11 years) vs VRTPX (9 years). MXSFX (0.31) is less costly to investors than VRTPX (0.08). VRTPX is a more actively managed with annual turnover of: 3.00 vs. MXSFX (2.00). MXSFX has a lower initial minimum investment than VRTPX: MXSFX (0) vs VRTPX (100000000). MXSFX annual gain was more profitable for investors over the last year : 25.28 vs. VRTPX (15.21). VRTPX (12.24) and MXSFX (11.75) have equivalent 5 years return.
| MXSFX | VRTPX | MXSFX / VRTPX | |
| Total Expense Ratio | 0.30 | 0.08 | 375% |
| Annual Report Gross Expense Ratio | 0.31 | 0.08 | 388% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 20.218 | 13.900 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 10.7B | 14% |
| Annual Yield % from dividends | 2.35 | 3.52 | 67% |
| Returns for 1 year | 25.28 | 15.21 | 166% |
| Returns for 3 years | 31.88 | 30.89 | 103% |
| Returns for 5 years | 11.75 | 12.24 | 96% |
| Returns for 10 years | 18.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PIEJX | 38.57 | 0.78 | +2.06% |
| Principal Glb Emerging Markets J | |||
| ODMCX | 10.32 | 0.05 | +0.49% |
| JPMorgan SMID Cap Equity C | |||
| RTSAX | 47.52 | 0.05 | +0.11% |
| Russell Inv Tax-Managed US Mid&Sm Cap A | |||
| MFQTX | 16.90 | -0.02 | -0.12% |
| AMG Veritas Global Focus I | |||
| VGYAX | 30.34 | -0.09 | -0.30% |
| Vanguard Global Wellesley Income Admiral | |||