MRGAX
Price
$48.37
Change
+$0.92 (+1.94%)
Updated
Feb 22, 6:59 PM EST
VSMPX
Price
$229.96
Change
+$4.50 (+2.00%)
Updated
Feb 22, 6:59 PM EST
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Analysis and predictions MRGAX vs VSMPX

Header iconMRGAX vs VSMPX Comparison
Open Charts MRGAX vs VSMPXBanner chart's image
MFS Core Equity A
Price$48.37
Change+$0.92 (+1.94%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$229.96
Change+$4.50 (+2.00%)
VolumeN/A
CapitalizationN/A
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MRGAX vs VSMPX Comparison Chart

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VS
MRGAX vs. VSMPX commentary
Feb 23, 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 Hold and VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.47T vs. MRGAX (6.6B). VSMPX pays higher dividends than MRGAX: VSMPX (1.42) vs MRGAX (0.63). MRGAX was incepted earlier than VSMPX: MRGAX (28 years) vs VSMPX (9 years). MRGAX (0.92) is less costly to investors than VSMPX (0.02). MRGAX is a more actively managed with annual turnover of: 35.00 vs. VSMPX (3.00). 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 : 25.66 vs. MRGAX (23.61). VSMPX return over 5 years is better than : 75.84 vs. MRGAX (62.52).
MRGAXVSMPXMRGAX / VSMPX
Total Expense Ratio0.910.024,550%
Annual Report Gross Expense Ratio0.920.024,600%
Fund Existence28 years9 years-
Gain YTD6.4256.144105%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRA250N/A-
Net Assets6.6B1.47T0%
Annual Yield % from dividends0.631.4244%
Returns for 1 year23.6125.6692%
Returns for 3 years16.0023.7967%
Returns for 5 years62.5275.8482%
Returns for 10 years83.12N/A-
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