MRGJX
Price
$51.98
Change
-$0.72 (-1.37%)
Updated
Jun 13 closing price
Net Assets
6.39B
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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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$51.98
Change-$0.72 (-1.37%)
VolumeN/A
Net Assets6.39B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MRGJX vs VTSMX Comparison Chart
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MRGJX vs. VTSMX commentary
Jun 15, 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: 1.82T vs. MRGJX (6.39B). VTSMX pays higher dividends than MRGJX: VTSMX (1.18) vs MRGJX (0.67). 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 : 11.36 vs. MRGJX (1.73). VTSMX return over 5 years is better than : 93.63 vs. MRGJX (58.64).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence20 years33 years-
Gain YTD1.4052.54855%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B1.82T0%
Annual Yield % from dividends0.671.1857%
Returns for 1 year1.7311.3615%
Returns for 3 years38.4459.4665%
Returns for 5 years58.6493.6363%
Returns for 10 years90.56182.2250%
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