MRGJX
Price
$56.52
Change
+$0.27 (+0.48%)
Updated
Oct 17 closing price
Net Assets
6.61B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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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$56.52
Change+$0.27 (+0.48%)
VolumeN/A
Net Assets6.61B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MRGJX vs VTSMX Comparison Chart in %
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MRGJX vs. VTSMX commentary
Oct 21, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MRGJX (6.61B). VTSMX pays higher dividends than MRGJX: VTSMX (1.04) vs MRGJX (0.61). 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 : 13.79 vs. MRGJX (2.99). VTSMX return over 5 years is better than : 84.86 vs. MRGJX (50.44).
MRGJXVTSMXMRGJX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence21 years34 years-
Gain YTD10.26113.01279%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.61B2.02T0%
Annual Yield % from dividends0.611.0459%
Returns for 1 year2.9913.7922%
Returns for 3 years49.4776.0265%
Returns for 5 years50.4484.8659%
Returns for 10 years118.60225.1053%
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