MRGJX
Price
$51.70
Change
+$0.31 (+0.60%)
Updated
May 13 closing price
Net Assets
6.41B
VFFSX
Price
$288.29
Change
+$2.08 (+0.73%)
Updated
May 13 closing price
Net Assets
1.33T
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MRGJX vs VFFSX

Header iconMRGJX vs VFFSX Comparison
Open Charts MRGJX vs VFFSXBanner chart's image
MFS Core Equity R4
Price$51.70
Change+$0.31 (+0.60%)
VolumeN/A
Net Assets6.41B
Vanguard 500 Index Institutional Select
Price$288.29
Change+$2.08 (+0.73%)
VolumeN/A
Net Assets1.33T
MRGJX vs VFFSX Comparison Chart
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MRGJX vs. VFFSX commentary
May 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 MRGJX is a Buy and VFFSX is a Buy.

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FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.34T vs. MRGJX (6.41B). VFFSX pays higher dividends than MRGJX: VFFSX (1.37) vs MRGJX (0.71). MRGJX was incepted earlier than VFFSX: MRGJX (20 years) vs VFFSX (9 years). MRGJX (0.65) is less costly to investors than VFFSX (0.01). MRGJX is a more actively managed with annual turnover of: 30.00 vs. VFFSX (2.00). MRGJX has a lower initial minimum investment than VFFSX: MRGJX (0) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 11.98 vs. MRGJX (2.92). VFFSX return over 5 years is better than : 104.89 vs. MRGJX (66.82).
MRGJXVFFSXMRGJX / VFFSX
Total Expense Ratio0.640.016,400%
Annual Report Gross Expense Ratio0.650.016,500%
Fund Existence20 years9 years-
Gain YTD0.254-0.521-49%
Front LoadN/AN/A-
Min. Initial Investment05000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B1.34T0%
Annual Yield % from dividends0.711.3752%
Returns for 1 year2.9211.9824%
Returns for 3 years28.7445.3563%
Returns for 5 years66.82104.8964%
Returns for 10 years88.20N/A-
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