MRERX
Price
$53.52
Change
-$0.29 (-0.54%)
Updated
Sep 25 closing price
Net Assets
6.7B
VTSMX
Price
$158.19
Change
-$0.88 (-0.55%)
Updated
Sep 25 closing price
Net Assets
1.95T
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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$53.52
Change-$0.29 (-0.54%)
VolumeN/A
Net Assets6.7B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
MRERX vs VTSMX Comparison Chart in %
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MRERX vs. VTSMX commentary
Sep 26, 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MRERX (6.7B). VTSMX pays higher dividends than MRERX: VTSMX (1.07) vs MRERX (0.21). MRERX was incepted earlier than VTSMX: MRERX (22 years) vs VTSMX (33 years). MRERX (1.15) is less costly to investors than VTSMX (0.14). MRERX is a more actively managed with annual turnover of: 30.00 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 : 16.04 vs. MRERX (4.98). VTSMX return over 5 years is better than : 96.39 vs. MRERX (54.25).
MRERXVTSMXMRERX / VTSMX
Total Expense Ratio1.140.14814%
Annual Report Gross Expense Ratio1.150.14821%
Fund Existence22 years33 years-
Gain YTD10.10812.86379%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.7B1.95T0%
Annual Yield % from dividends0.211.0720%
Returns for 1 year4.9816.0431%
Returns for 3 years50.5379.9163%
Returns for 5 years54.2596.3956%
Returns for 10 years119.52249.7348%
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