MRGJX
Price
$45.91
Change
-$0.92 (-1.96%)
Updated
Apr 16 closing price
Net Assets
5.87B
VTSMX
Price
$125.66
Change
-$2.69 (-2.10%)
Updated
Apr 16 closing price
Net Assets
1.7T
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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$45.91
Change-$0.92 (-1.96%)
VolumeN/A
Net Assets5.87B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
MRGJX vs VTSMX Comparison Chart
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MRGJX vs. VTSMX commentary
Apr 17, 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: 1.7T vs. MRGJX (5.87B). VTSMX pays higher dividends than MRGJX: VTSMX (1.25) vs MRGJX (0.70). 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 : 5.93 vs. MRGJX (-3.25). VTSMX return over 5 years is better than : 84.81 vs. MRGJX (52.06).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence20 years33 years-
Gain YTD-8.642-8.94597%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.87B1.7T0%
Annual Yield % from dividends0.701.2556%
Returns for 1 year-3.255.93-55%
Returns for 3 years8.4019.8242%
Returns for 5 years52.0684.8161%
Returns for 10 years74.13153.1748%
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