MFRJX
Price
$61.44
Change
+$0.56 (+0.92%)
Updated
Jul 3 closing price
Net Assets
8.12B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MFRJX vs VTSAX

Header iconMFRJX vs VTSAX Comparison
Open Charts MFRJX vs VTSAXBanner chart's image
MFS Research R4
Price$61.44
Change+$0.56 (+0.92%)
VolumeN/A
Net Assets8.12B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MFRJX vs VTSAX Comparison Chart in %
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MFRJX vs. VTSAX commentary
Jul 06, 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MFRJX (8.12B). VTSAX pays higher dividends than MFRJX: VTSAX (1.21) vs MFRJX (0.70). MFRJX was incepted earlier than VTSAX: MFRJX (20 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: 24.00 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 : 13.89 vs. MFRJX (2.59). VTSAX return over 5 years is better than : 95.62 vs. MFRJX (40.34).
MFRJXVTSAXMFRJX / VTSAX
Total Expense Ratio0.520.041,300%
Annual Report Gross Expense Ratio0.520.041,300%
Fund Existence20 years25 years-
Gain YTD6.4456.416100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.82T0%
Annual Yield % from dividends0.701.2157%
Returns for 1 year2.5913.8919%
Returns for 3 years27.7562.1245%
Returns for 5 years40.3495.6242%
Returns for 10 years71.07198.6936%
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