MRGAX
Price
$46.35
Change
-$2.46 (-5.04%)
Updated
Apr 3 closing price
Net Assets
6.24B
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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MRGAX vs VSMPX

Header iconMRGAX vs VSMPX Comparison
Open Charts MRGAX vs VSMPXBanner chart's image
MFS Core Equity A
Price$46.35
Change-$2.46 (-5.04%)
VolumeN/A
Net Assets6.24B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
MRGAX vs VSMPX Comparison Chart
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VS
MRGAX vs. VSMPX commentary
Apr 05, 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 MRGAX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. MRGAX (6.24B). VSMPX pays higher dividends than MRGAX: VSMPX (1.37) vs MRGAX (0.52). MRGAX was incepted earlier than VSMPX: MRGAX (29 years) vs VSMPX (10 years). MRGAX (0.90) is less costly to investors than VSMPX (0.02). MRGAX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGAX has a lower initial minimum investment than VSMPX: MRGAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. MRGAX (-1.42). VSMPX return over 5 years is better than : 126.31 vs. MRGAX (82.47).
MRGAXVSMPXMRGAX / VSMPX
Total Expense Ratio0.890.024,450%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence29 years10 years-
Gain YTD-3.423-3.98786%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.24B1.81T0%
Annual Yield % from dividends0.521.3738%
Returns for 1 year-1.428.06-18%
Returns for 3 years9.1321.0543%
Returns for 5 years82.47126.3165%
Returns for 10 years75.96N/A-
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