MRGJX
Price
$51.16
Change
-$1.58 (-3.00%)
Updated
Dec 18 closing price
VTSMX
Price
$141.24
Change
-$4.58 (-3.14%)
Updated
Dec 18 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$51.16
Change-$1.58 (-3.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
MRGJX vs VTSMX Comparison Chart
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VS
MRGJX vs. VTSMX commentary
Dec 19, 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 Hold and VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MRGJX (6.46B). VTSMX pays higher dividends than MRGJX: VTSMX (1.26) vs MRGJX (0.70). MRGJX was incepted earlier than VTSMX: MRGJX (20 years) vs VTSMX (33 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 : 26.90 vs. MRGJX (16.36). VTSMX return over 5 years is better than : 84.16 vs. MRGJX (55.34).
MRGJXVTSMXMRGJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 years-
Gain YTD15.35226.35258%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B1.84T0%
Annual Yield % from dividends0.701.2656%
Returns for 1 year16.3626.9061%
Returns for 3 years15.4827.8856%
Returns for 5 years55.3484.1666%
Returns for 10 years102.59192.0453%
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