MRERX
Price
$48.78
Change
-$1.51 (-3.00%)
Updated
Dec 18 closing price
VTSMX
Price
$141.24
Change
-$4.58 (-3.14%)
Updated
Dec 18 closing price
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MRERX vs VTSMX

Header iconMRERX vs VTSMX Comparison
Open Charts MRERX vs VTSMXBanner chart's image
MFS Core Equity R2
Price$48.78
Change-$1.51 (-3.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
MRERX vs VTSMX Comparison Chart
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VS
MRERX vs. VTSMX commentary
Dec 19, 2024

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 Hold and VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MRERX (6.46B). VTSMX pays higher dividends than MRERX: VTSMX (1.26) vs MRERX (0.45). MRERX was incepted earlier than VTSMX: MRERX (21 years) vs VTSMX (33 years). MRERX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). MRERX has a lower initial minimum investment than VTSMX: MRERX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 22.04 vs. MRERX (15.41). VTSMX return over 5 years is better than : 77.48 vs. MRERX (50.30).
MRERXVTSMXMRERX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years33 years-
Gain YTD14.44322.38365%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B1.84T0%
Annual Yield % from dividends0.451.2636%
Returns for 1 year15.4122.0470%
Returns for 3 years13.1923.8655%
Returns for 5 years50.3077.4865%
Returns for 10 years89.58182.8749%
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