MRGJX
Price
$52.79
Change
+$0.47 (+0.90%)
Updated
Jan 17 closing price
Net Assets
6.88B
VSMPX
Price
$270.52
Change
+$2.52 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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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$52.79
Change+$0.47 (+0.90%)
VolumeN/A
Net Assets6.88B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
MRGJX vs VSMPX Comparison Chart
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VS
MRGJX vs. VSMPX commentary
Jan 19, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. MRGJX (6.88B). 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 : 25.27 vs. MRGJX (15.59). VSMPX return over 5 years is better than : 76.14 vs. MRGJX (49.14).
MRGJXVSMPXMRGJX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years10 years-
Gain YTD2.9852.245133%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.88B1.78T0%
Annual Yield % from dividends0.701.3652%
Returns for 1 year15.5925.2762%
Returns for 3 years17.8929.0062%
Returns for 5 years49.1476.1465%
Returns for 10 years108.32N/A-
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