MRGJX
Price
$51.16
Change
-$1.58 (-3.00%)
Updated
Dec 18 closing price
VSMPX
Price
$265.08
Change
-$8.59 (-3.14%)
Updated
Dec 18 closing price
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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$51.16
Change-$1.58 (-3.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
MRGJX vs VSMPX Comparison Chart
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VS
MRGJX vs. VSMPX commentary
Dec 19, 2024

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 Hold and VSMPX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. MRGJX (6.46B). VSMPX pays higher dividends than MRGJX: VSMPX (1.36) vs MRGJX (0.70). MRGJX was incepted earlier than VSMPX: MRGJX (20 years) vs VSMPX (10 years). MRGJX is a more actively managed with annual turnover of: 35.00 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 : 26.92 vs. MRGJX (16.36). VSMPX return over 5 years is better than : 84.20 vs. MRGJX (55.34).
MRGJXVSMPXMRGJX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years10 years-
Gain YTD15.35226.40558%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B1.84T0%
Annual Yield % from dividends0.701.3652%
Returns for 1 year16.3626.9261%
Returns for 3 years15.4827.9255%
Returns for 5 years55.3484.2066%
Returns for 10 years102.59N/A-
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