MRGJX
Price
$52.79
Change
+$0.47 (+0.90%)
Updated
Jan 17 closing price
Net Assets
6.88B
VTSMX
Price
$144.16
Change
+$1.34 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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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$52.79
Change+$0.47 (+0.90%)
VolumeN/A
Net Assets6.88B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
MRGJX vs VTSMX Comparison Chart
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MRGJX vs. VTSMX commentary
Jan 19, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MRGJX (6.88B). 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 : 25.24 vs. MRGJX (15.59). VTSMX return over 5 years is better than : 76.07 vs. MRGJX (49.14).
MRGJXVTSMXMRGJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 years-
Gain YTD2.9852.241133%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.88B1.78T0%
Annual Yield % from dividends0.701.2656%
Returns for 1 year15.5925.2462%
Returns for 3 years17.8928.9462%
Returns for 5 years49.1476.0765%
Returns for 10 years108.32194.9956%
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