MRGJX
Price
$53.91
Change
-$0.16 (-0.30%)
Updated
Sep 20 closing price
VTSMX
Price
$136.92
Change
-$0.33 (-0.24%)
Updated
Sep 20 closing price
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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$53.91
Change-$0.16 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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MRGJX vs VTSMX Comparison Chart
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VS
MRGJX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MRGJX (6.84B). VTSMX pays higher dividends than MRGJX: VTSMX (1.26) vs MRGJX (0.70). MRGJX was incepted earlier than VTSMX: MRGJX (19 years) vs VTSMX (32 years). MRGJX is a more actively managed with annual turnover of: 35.00 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 : 31.53 vs. MRGJX (27.69). VTSMX return over 5 years is better than : 85.64 vs. MRGJX (65.78).
MRGJXVTSMXMRGJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years32 years-
Gain YTD17.14518.61792%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.84B1.72T0%
Annual Yield % from dividends0.701.2656%
Returns for 1 year27.6931.5388%
Returns for 3 years13.8525.3555%
Returns for 5 years65.7885.6477%
Returns for 10 years99.23187.5953%
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