MRGJX
Price
$55.82
Change
-$0.32 (-0.57%)
Updated
Nov 18 closing price
Net Assets
6.5B
VTSMX
Price
$157.75
Change
-$1.11 (-0.70%)
Updated
Nov 18 closing price
Net Assets
2.05T
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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$55.82
Change-$0.32 (-0.57%)
VolumeN/A
Net Assets6.5B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGJX (6.5B). VTSMX pays higher dividends than MRGJX: VTSMX (1.02) 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 : 12.09 vs. MRGJX (0.69). VTSMX return over 5 years is better than : 77.91 vs. MRGJX (44.00).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence21 years34 years-
Gain YTD8.89612.73670%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.5B2.05T0%
Annual Yield % from dividends0.611.0259%
Returns for 1 year0.6912.096%
Returns for 3 years39.1264.9860%
Returns for 5 years44.0077.9156%
Returns for 10 years110.56215.9751%
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