MRGJX
Price
$56.15
Change
-$0.04 (-0.07%)
Updated
Sep 5 closing price
Net Assets
6.72B
VTSAX
Price
$155.96
Change
+$0.41 (+0.26%)
Updated
Sep 8 closing price
Net Assets
1.95T
Interact to see
Advertisement

MRGJX vs VTSAX

Header iconMRGJX vs VTSAX Comparison
Open Charts MRGJX vs VTSAXBanner chart's image
MFS Core Equity R4
Price$56.15
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets6.72B
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
MRGJX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MRGJX vs. VTSAX commentary
Sep 09, 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 VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. MRGJX (6.72B). VTSAX pays higher dividends than MRGJX: VTSAX (1.16) vs MRGJX (0.62). MRGJX was incepted earlier than VTSAX: MRGJX (20 years) vs VTSAX (25 years). MRGJX (0.65) is less costly to investors than VTSAX (0.04). MRGJX is a more actively managed with annual turnover of: 30.00 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 : 20.08 vs. MRGJX (8.75). VTSAX return over 5 years is better than : 86.58 vs. MRGJX (52.16).
MRGJXVTSAXMRGJX / VTSAX
Total Expense Ratio0.640.041,600%
Annual Report Gross Expense Ratio0.650.041,625%
Fund Existence20 years25 years-
Gain YTD9.54010.34692%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.72B1.95T0%
Annual Yield % from dividends0.621.1654%
Returns for 1 year8.7520.0844%
Returns for 3 years42.9156.8276%
Returns for 5 years52.1686.5860%
Returns for 10 years119.40226.1553%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SPMIX26.890.11
+0.41%
Shelton S&P Midcap Index Investor
CAFFX46.090.12
+0.26%
American Funds AMCAP 529F1
CPLSX17.790.03
+0.17%
Calamos Phineus Long/Short A
MGRIX28.61-0.09
-0.31%
Marsico Growth
FDTIX41.14-0.13
-0.32%
Fidelity Advisor Diversified Stock I