MRGJX
Price
$57.69
Change
+$0.37 (+0.65%)
Updated
Oct 24 closing price
Net Assets
6.73B
VTSMX
Price
$162.41
Change
+$1.29 (+0.80%)
Updated
Oct 24 closing price
Net Assets
2.02T
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MRGJX vs VTSMX

Header iconMRGJX vs VTSMX Comparison
Open Charts MRGJX vs VTSMXBanner chart's image
MFS Core Equity R4
Price$57.69
Change+$0.37 (+0.65%)
VolumeN/A
Net Assets6.73B
Vanguard Total Stock Mkt Idx I
Price$162.41
Change+$1.29 (+0.80%)
VolumeN/A
Net Assets2.02T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX commentary
Oct 27, 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MRGJX (6.73B). VTSMX pays higher dividends than MRGJX: VTSMX (1.04) vs MRGJX (0.61). MRGJX was incepted earlier than VTSMX: MRGJX (21 years) vs VTSMX (34 years). MRGJX (0.65) is less costly to investors than VTSMX (0.14). MRGJX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGJX has a lower initial minimum investment than VTSMX: MRGJX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.88 vs. MRGJX (5.92). VTSMX return over 5 years is better than : 89.39 vs. MRGJX (54.35).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence21 years34 years-
Gain YTD12.54415.25582%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B2.02T0%
Annual Yield % from dividends0.611.0459%
Returns for 1 year5.9216.8835%
Returns for 3 years47.4573.4365%
Returns for 5 years54.3589.3961%
Returns for 10 years121.84227.6254%
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