MRGJX
Price
$54.58
Change
+$0.49 (+0.91%)
Updated
Jul 3 closing price
Net Assets
6.67B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$54.58
Change+$0.49 (+0.91%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX commentary
Jul 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MRGJX (6.67B). VTSMX pays higher dividends than MRGJX: VTSMX (1.12) vs MRGJX (0.65). MRGJX was incepted earlier than VTSMX: MRGJX (20 years) vs VTSMX (33 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 : 13.89 vs. MRGJX (5.49). VTSMX return over 5 years is better than : 95.59 vs. MRGJX (61.78).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence20 years33 years-
Gain YTD6.4776.421101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.82T0%
Annual Yield % from dividends0.651.1258%
Returns for 1 year5.4913.8940%
Returns for 3 years41.5262.0867%
Returns for 5 years61.7895.5965%
Returns for 10 years102.24198.0552%
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