MFRJX
Price
$64.31
Change
-$1.05 (-1.61%)
Updated
Nov 13 closing price
Net Assets
8.22B
VSMPX
Price
$301.31
Change
-$5.38 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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MFRJX vs VSMPX

Header iconMFRJX vs VSMPX Comparison
Open Charts MFRJX vs VSMPXBanner chart's image
MFS Research R4
Price$64.31
Change-$1.05 (-1.61%)
VolumeN/A
Net Assets8.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
MFRJX vs VSMPX Comparison Chart in %
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VS
MFRJX vs. VSMPX commentary
Nov 14, 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 StrongBuy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. MFRJX (8.22B). VSMPX pays higher dividends than MFRJX: VSMPX (1.12) vs MFRJX (0.65). MFRJX was incepted earlier than VSMPX: MFRJX (21 years) vs VSMPX (11 years). MFRJX (0.52) is less costly to investors than VSMPX (0.02). MFRJX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (2.00). MFRJX has a lower initial minimum investment than VSMPX: MFRJX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. MFRJX (1.14). VSMPX return over 5 years is better than : 84.08 vs. MFRJX (31.60).
MFRJXVSMPXMFRJX / VSMPX
Total Expense Ratio0.520.022,600%
Annual Report Gross Expense Ratio0.520.022,600%
Fund Existence21 years11 years-
Gain YTD13.23615.99483%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.22B2.05T0%
Annual Yield % from dividends0.651.1258%
Returns for 1 year1.1413.448%
Returns for 3 years30.1468.3044%
Returns for 5 years31.6084.0838%
Returns for 10 years88.40225.4839%
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