MRGJX
Price
$56.34
Change
+$0.19 (+0.34%)
Updated
Sep 8 closing price
Net Assets
6.74B
VTSMX
Price
$155.90
Change
+$0.40 (+0.26%)
Updated
Sep 8 closing price
Net Assets
1.95T
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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$56.34
Change+$0.19 (+0.34%)
VolumeN/A
Net Assets6.74B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MRGJX (6.74B). VTSMX pays higher dividends than MRGJX: VTSMX (1.07) vs MRGJX (0.62). 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 : 20.39 vs. MRGJX (10.89). VTSMX return over 5 years is better than : 87.04 vs. MRGJX (54.14).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence20 years33 years-
Gain YTD9.91010.61493%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.74B1.95T0%
Annual Yield % from dividends0.621.0758%
Returns for 1 year10.8920.3953%
Returns for 3 years37.6657.1966%
Returns for 5 years54.1487.0462%
Returns for 10 years121.52226.2354%
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