MRGJX
Price
$52.41
Change
-$0.95 (-1.78%)
Updated
Feb 21 closing price
Net Assets
6.79B
VTSMX
Price
$143.99
Change
-$2.73 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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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$52.41
Change-$0.95 (-1.78%)
VolumeN/A
Net Assets6.79B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
MRGJX vs VTSMX Comparison Chart
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MRGJX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MRGJX (6.79B). 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 : 17.60 vs. MRGJX (7.68). VTSMX return over 5 years is better than : 74.84 vs. MRGJX (47.34).
MRGJXVTSMXMRGJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 years-
Gain YTD2.2432.121106%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.79B1.84T0%
Annual Yield % from dividends0.701.2656%
Returns for 1 year7.6817.6044%
Returns for 3 years23.0536.7863%
Returns for 5 years47.3474.8463%
Returns for 10 years94.68180.1553%
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