MRGJX
Price
$51.70
Change
+$0.31 (+0.60%)
Updated
May 13 closing price
Net Assets
6.41B
VTSMX
Price
$140.79
Change
+$1.03 (+0.74%)
Updated
May 13 closing price
Net Assets
1.72T
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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$51.70
Change+$0.31 (+0.60%)
VolumeN/A
Net Assets6.41B
Vanguard Total Stock Mkt Idx I
Price$140.79
Change+$1.03 (+0.74%)
VolumeN/A
Net Assets1.72T
MRGJX vs VTSMX Comparison Chart
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MRGJX vs. VTSMX commentary
May 14, 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: 1.72T vs. MRGJX (6.41B). VTSMX pays higher dividends than MRGJX: VTSMX (1.26) vs MRGJX (0.71). 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 : 11.42 vs. MRGJX (2.92). VTSMX return over 5 years is better than : 101.50 vs. MRGJX (66.82).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence20 years33 years-
Gain YTD0.254-0.851-30%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B1.72T0%
Annual Yield % from dividends0.711.2656%
Returns for 1 year2.9211.4226%
Returns for 3 years28.7443.3166%
Returns for 5 years66.82101.5066%
Returns for 10 years88.20170.9352%
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