MRGAX
Price
$50.45
Change
-$1.56 (-3.00%)
Updated
Dec 18 closing price
VSMPX
Price
$265.08
Change
-$8.59 (-3.14%)
Updated
Dec 18 closing price
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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$50.45
Change-$1.56 (-3.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
MRGAX vs VSMPX Comparison Chart
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VS
MRGAX vs. VSMPX 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 MRGAX is a StrongBuy and VSMPX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. MRGAX (6.46B). VSMPX pays higher dividends than MRGAX: VSMPX (1.36) vs MRGAX (0.58). MRGAX was incepted earlier than VSMPX: MRGAX (29 years) vs VSMPX (10 years). MRGAX is a more actively managed with annual turnover of: 35.00 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 : 26.92 vs. MRGAX (15.96). VSMPX return over 5 years is better than : 84.20 vs. MRGAX (52.54).
MRGAXVSMPXMRGAX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years10 years-
Gain YTD14.98726.40557%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B1.84T0%
Annual Yield % from dividends0.581.3642%
Returns for 1 year15.9626.9259%
Returns for 3 years14.0427.9250%
Returns for 5 years52.5484.2062%
Returns for 10 years94.14N/A-
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