MRERX
Price
$53.35
Change
-$0.03 (-0.06%)
Updated
Sep 5 closing price
Net Assets
6.73B
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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MRERX vs VSMPX

Header iconMRERX vs VSMPX Comparison
Open Charts MRERX vs VSMPXBanner chart's image
MFS Core Equity R2
Price$53.35
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets6.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
MRERX vs VSMPX Comparison Chart in %
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VS
MRERX vs. VSMPX commentary
Sep 06, 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 MRERX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. MRERX (6.73B). VSMPX pays higher dividends than MRERX: VSMPX (1.17) vs MRERX (0.21). MRERX was incepted earlier than VSMPX: MRERX (22 years) vs VSMPX (10 years). MRERX (1.15) is less costly to investors than VSMPX (0.02). MRERX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRERX has a lower initial minimum investment than VSMPX: MRERX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.28 vs. MRERX (7.84). VSMPX return over 5 years is better than : 85.39 vs. MRERX (47.26).
MRERXVSMPXMRERX / VSMPX
Total Expense Ratio1.140.025,700%
Annual Report Gross Expense Ratio1.150.025,750%
Fund Existence22 years10 years-
Gain YTD9.16710.57487%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B1.95T0%
Annual Yield % from dividends0.211.1718%
Returns for 1 year7.8418.2843%
Returns for 3 years40.0764.0363%
Returns for 5 years47.2685.3955%
Returns for 10 years105.28215.1949%
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