MFRJX
Price
$56.50
Change
-$7.90 (-12.27%)
Updated
Feb 3 closing price
Net Assets
8.1B
VTSAX
Price
$165.45
Change
+$4.47 (+2.78%)
Updated
Feb 3 closing price
Net Assets
2.06T
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MFRJX vs VTSAX

Header iconMFRJX vs VTSAX Comparison
Open Charts MFRJX vs VTSAXBanner chart's image
MFS Research R4
Price$56.50
Change-$7.90 (-12.27%)
VolumeN/A
Net Assets8.1B
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
MFRJX vs VTSAX Comparison Chart in %
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MFRJX vs. VTSAX commentary
Feb 05, 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 MFRJX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. MFRJX (8.1B). VTSAX pays higher dividends than MFRJX: VTSAX (1.09) vs MFRJX (0.72). MFRJX was incepted earlier than VTSAX: MFRJX (21 years) vs VTSAX (25 years). MFRJX (0.52) is less costly to investors than VTSAX (0.04). MFRJX is a more actively managed with annual turnover of: 41.00 vs. VTSAX (2.00). MFRJX has a lower initial minimum investment than VTSAX: MFRJX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.80 vs. MFRJX (-4.28). VTSAX return over 5 years is better than : 68.23 vs. MFRJX (12.19).
MFRJXVTSAXMFRJX / VTSAX
Total Expense Ratio0.520.041,300%
Annual Report Gross Expense Ratio0.520.041,300%
Fund Existence21 years25 years-
Gain YTD0.7491.37954%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.1B2.06T0%
Annual Yield % from dividends0.721.0966%
Returns for 1 year-4.2814.80-29%
Returns for 3 years16.8564.0326%
Returns for 5 years12.1968.2318%
Returns for 10 years86.64270.9232%
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