MRGAX
Price
$52.04
Change
+$0.46 (+0.89%)
Updated
Jan 17 closing price
Net Assets
6.88B
VSMPX
Price
$270.52
Change
+$2.52 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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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$52.04
Change+$0.46 (+0.89%)
VolumeN/A
Net Assets6.88B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
MRGAX vs VSMPX Comparison Chart
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VS
MRGAX vs. VSMPX commentary
Jan 19, 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: 1.78T vs. MRGAX (6.88B). 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 : 25.27 vs. MRGAX (15.18). VSMPX return over 5 years is better than : 76.14 vs. MRGAX (46.42).
MRGAXVSMPXMRGAX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years10 years-
Gain YTD2.9682.245132%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.88B1.78T0%
Annual Yield % from dividends0.581.3642%
Returns for 1 year15.1825.2760%
Returns for 3 years16.4329.0057%
Returns for 5 years46.4276.1461%
Returns for 10 years99.60N/A-
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