MRERX
Price
$51.10
Change
+$0.24 (+0.47%)
Updated
Jan 30 closing price
Net Assets
6.95B
VTSAX
Price
$146.13
Change
+$0.88 (+0.61%)
Updated
Jan 30 closing price
Net Assets
1.78T
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MRERX vs VTSAX

Header iconMRERX vs VTSAX Comparison
Open Charts MRERX vs VTSAXBanner chart's image
MFS Core Equity R2
Price$51.10
Change+$0.24 (+0.47%)
VolumeN/A
Net Assets6.95B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
MRERX vs VTSAX Comparison Chart
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MRERX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MRERX (6.95B). VTSAX pays higher dividends than MRERX: VTSAX (1.35) vs MRERX (0.45). MRERX was incepted earlier than VTSAX: MRERX (21 years) vs VTSAX (24 years). MRERX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (2.00). MRERX has a lower initial minimum investment than VTSAX: MRERX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 24.49 vs. MRERX (15.03). VTSAX return over 5 years is better than : 83.08 vs. MRERX (50.50).
MRERXVTSAXMRERX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years24 years-
Gain YTD4.5632.992152%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.95B1.78T0%
Annual Yield % from dividends0.451.3533%
Returns for 1 year15.0324.4961%
Returns for 3 years18.6131.8558%
Returns for 5 years50.5083.0861%
Returns for 10 years97.36197.2849%
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