MRGJX
Price
$57.78
Change
+$0.22 (+0.38%)
Updated
Dec 3 closing price
Net Assets
6.65B
VTSMX
Price
$163.76
Change
+$0.68 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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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$57.78
Change+$0.22 (+0.38%)
VolumeN/A
Net Assets6.65B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX commentary
Dec 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGJX (6.66B). VTSMX pays higher dividends than MRGJX: VTSMX (1.02) vs MRGJX (0.60). MRGJX was incepted earlier than VTSMX: MRGJX (21 years) vs VTSMX (34 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 : 11.43 vs. MRGJX (0.44). VTSMX return over 5 years is better than : 77.17 vs. MRGJX (45.35).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence21 years34 years-
Gain YTD12.03715.48978%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.66B2.05T0%
Annual Yield % from dividends0.601.0259%
Returns for 1 year0.4411.434%
Returns for 3 years39.3564.4061%
Returns for 5 years45.3577.1759%
Returns for 10 years116.56223.0152%
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