MRGJX
Price
$56.34
Change
+$0.19 (+0.34%)
Updated
Sep 8 closing price
Net Assets
6.74B
VTSAX
Price
$155.96
Change
+$0.41 (+0.26%)
Updated
Sep 8 closing price
Net Assets
1.95T
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MRGJX vs VTSAX

Header iconMRGJX vs VTSAX Comparison
Open Charts MRGJX vs VTSAXBanner chart's image
MFS Core Equity R4
Price$56.34
Change+$0.19 (+0.34%)
VolumeN/A
Net Assets6.74B
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
MRGJX vs VTSAX Comparison Chart in %
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MRGJX vs. VTSAX commentary
Sep 10, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. MRGJX (6.74B). VTSAX pays higher dividends than MRGJX: VTSAX (1.16) vs MRGJX (0.62). MRGJX was incepted earlier than VTSAX: MRGJX (20 years) vs VTSAX (25 years). MRGJX (0.65) is less costly to investors than VTSAX (0.04). MRGJX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGJX has a lower initial minimum investment than VTSAX: MRGJX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 20.40 vs. MRGJX (10.89). VTSAX return over 5 years is better than : 87.07 vs. MRGJX (54.14).
MRGJXVTSAXMRGJX / VTSAX
Total Expense Ratio0.640.041,600%
Annual Report Gross Expense Ratio0.650.041,625%
Fund Existence20 years25 years-
Gain YTD9.91010.63793%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.74B1.95T0%
Annual Yield % from dividends0.621.1654%
Returns for 1 year10.8920.4053%
Returns for 3 years37.6657.2366%
Returns for 5 years54.1487.0762%
Returns for 10 years121.52227.0154%
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