MRGJX
Price
$54.58
Change
+$0.49 (+0.91%)
Updated
Jul 3 closing price
Net Assets
6.67B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MRGJX vs VSMPX

Header iconMRGJX vs VSMPX Comparison
Open Charts MRGJX vs VSMPXBanner chart's image
MFS Core Equity R4
Price$54.58
Change+$0.49 (+0.91%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
MRGJX vs VSMPX Comparison Chart in %
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VS
MRGJX vs. VSMPX commentary
Jul 05, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MRGJX (6.67B). VSMPX pays higher dividends than MRGJX: VSMPX (1.22) vs MRGJX (0.65). MRGJX was incepted earlier than VSMPX: MRGJX (20 years) vs VSMPX (10 years). MRGJX (0.65) is less costly to investors than VSMPX (0.02). MRGJX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGJX has a lower initial minimum investment than VSMPX: MRGJX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. MRGJX (5.49). VSMPX return over 5 years is better than : 95.69 vs. MRGJX (61.78).
MRGJXVSMPXMRGJX / VSMPX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence20 years10 years-
Gain YTD6.4776.426101%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.82T0%
Annual Yield % from dividends0.651.2253%
Returns for 1 year5.4913.9039%
Returns for 3 years41.5262.1767%
Returns for 5 years61.7895.6965%
Returns for 10 years102.24189.2154%
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