MRERX
Price
$45.80
Change
+$0.19 (+0.42%)
Updated
Apr 25 closing price
Net Assets
6.02B
VSMPX
Price
$247.30
Change
+$1.65 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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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$45.80
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets6.02B
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
MRERX vs VSMPX Comparison Chart
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VS
MRERX vs. VSMPX commentary
Apr 28, 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: 1.7T vs. MRERX (6.02B). VSMPX pays higher dividends than MRERX: VSMPX (1.37) vs MRERX (0.24). 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 : 8.70 vs. MRERX (-1.27). VSMPX return over 5 years is better than : 92.00 vs. MRERX (53.08).
MRERXVSMPXMRERX / VSMPX
Total Expense Ratio1.140.025,700%
Annual Report Gross Expense Ratio1.150.025,750%
Fund Existence22 years10 years-
Gain YTD-6.282-6.50197%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.02B1.7T0%
Annual Yield % from dividends0.241.3717%
Returns for 1 year-1.278.70-15%
Returns for 3 years14.4729.7749%
Returns for 5 years53.0892.0058%
Returns for 10 years66.04148.8244%
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