MRGJX
Price
$57.25
Change
+$0.11 (+0.19%)
Updated
Oct 3 closing price
Net Assets
6.74B
VTSMX
Price
$160.59
Change
+$0.10 (+0.06%)
Updated
Oct 3 closing price
Net Assets
1.95T
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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$57.25
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets6.74B
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX commentary
Oct 06, 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: 1.95T vs. MRGJX (6.74B). VTSMX pays higher dividends than MRGJX: VTSMX (1.04) vs MRGJX (0.61). MRGJX was incepted earlier than VTSMX: MRGJX (21 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 : 17.93 vs. MRGJX (7.35). VTSMX return over 5 years is better than : 94.50 vs. MRGJX (58.14).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence21 years33 years-
Gain YTD11.68613.96384%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.74B1.95T0%
Annual Yield % from dividends0.611.0459%
Returns for 1 year7.3517.9341%
Returns for 3 years48.3374.1465%
Returns for 5 years58.1494.5062%
Returns for 10 years125.43236.1753%
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