MRGJX
Price
$56.93
Change
+$0.04 (+0.07%)
Updated
Nov 13 closing price
VTSMX
Price
$144.10
Change
-$0.10 (-0.07%)
Updated
Nov 13 closing price
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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$56.93
Change+$0.04 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
MRGJX vs VTSMX Comparison Chart
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VS
MRGJX vs. VTSMX commentary
Nov 14, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MRGJX (7B). 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 : 33.37 vs. MRGJX (29.86). VTSMX return over 5 years is better than : 87.43 vs. MRGJX (70.28).
MRGJXVTSMXMRGJX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 years-
Gain YTD23.70724.86295%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7B1.73T0%
Annual Yield % from dividends0.701.2656%
Returns for 1 year29.8633.3789%
Returns for 3 years12.8322.8056%
Returns for 5 years70.2887.4380%
Returns for 10 years104.87193.3954%
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