MRGJX
Price
$56.93
Change
+$0.04 (+0.07%)
Updated
Nov 13 closing price
VTSAX
Price
$144.14
Change
-$0.09 (-0.06%)
Updated
Nov 13 closing price
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MRGJX vs VTSAX

Header iconMRGJX vs VTSAX Comparison
Open Charts MRGJX vs VTSAXBanner chart's image
MFS Core Equity R4
Price$56.93
Change+$0.04 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.14
Change-$0.09 (-0.06%)
VolumeN/A
CapitalizationN/A
MRGJX vs VTSAX Comparison Chart
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MRGJX vs. VTSAX commentary
Nov 14, 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 StrongBuy and VTSAX is a Buy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. MRGJX (7B). VTSAX pays higher dividends than MRGJX: VTSAX (1.35) vs MRGJX (0.70). MRGJX was incepted earlier than VTSAX: MRGJX (20 years) vs VTSAX (24 years). MRGJX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (2.00). MRGJX has a lower initial minimum investment than VTSAX: MRGJX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 33.39 vs. MRGJX (29.86). VTSAX return over 5 years is better than : 87.46 vs. MRGJX (70.28).
MRGJXVTSAXMRGJX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD23.70724.89195%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7B1.73T0%
Annual Yield % from dividends0.701.3552%
Returns for 1 year29.8633.3989%
Returns for 3 years12.8322.8256%
Returns for 5 years70.2887.4680%
Returns for 10 years104.87194.0754%
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