MFRJX
Price
$63.09
Change
-$0.21 (-0.33%)
Updated
Sep 5 closing price
Net Assets
8.12B
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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MFRJX vs VTSMX

Header iconMFRJX vs VTSMX Comparison
Open Charts MFRJX vs VTSMXBanner chart's image
MFS Research R4
Price$63.09
Change-$0.21 (-0.33%)
VolumeN/A
Net Assets8.12B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
MFRJX vs VTSMX Comparison Chart in %
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MFRJX vs. VTSMX commentary
Sep 09, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MFRJX (8.12B). VTSMX pays higher dividends than MFRJX: VTSMX (1.07) vs MFRJX (0.67). MFRJX was incepted earlier than VTSMX: MFRJX (20 years) vs VTSMX (33 years). MFRJX (0.52) is less costly to investors than VTSMX (0.14). MFRJX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MFRJX has a lower initial minimum investment than VTSMX: MFRJX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. MFRJX (6.16). VTSMX return over 5 years is better than : 84.94 vs. MFRJX (32.50).
MFRJXVTSMXMFRJX / VTSMX
Total Expense Ratio0.520.14371%
Annual Report Gross Expense Ratio0.520.14371%
Fund Existence20 years33 years-
Gain YTD9.30410.33090%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.12B1.95T0%
Annual Yield % from dividends0.671.0763%
Returns for 1 year6.1618.0334%
Returns for 3 years28.6263.6345%
Returns for 5 years32.5084.9438%
Returns for 10 years83.45224.1537%
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