MRGAX
Price
$52.86
Change
+$0.24 (+0.46%)
Updated
Jan 30 closing price
Net Assets
6.95B
VTSAX
Price
$146.13
Change
+$0.88 (+0.61%)
Updated
Jan 30 closing price
Net Assets
1.78T
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MRGAX vs VTSAX

Header iconMRGAX vs VTSAX Comparison
Open Charts MRGAX vs VTSAXBanner chart's image
MFS Core Equity A
Price$52.86
Change+$0.24 (+0.46%)
VolumeN/A
Net Assets6.95B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
MRGAX vs VTSAX Comparison Chart
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MRGAX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MRGAX (6.95B). VTSAX pays higher dividends than MRGAX: VTSAX (1.35) vs MRGAX (0.58). MRGAX was incepted earlier than VTSAX: MRGAX (29 years) vs VTSAX (24 years). MRGAX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (2.00). MRGAX has a lower initial minimum investment than VTSAX: MRGAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 24.49 vs. MRGAX (15.59). VTSAX return over 5 years is better than : 83.08 vs. MRGAX (52.70).
MRGAXVTSAXMRGAX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years24 years-
Gain YTD4.5902.992153%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.95B1.78T0%
Annual Yield % from dividends0.581.3543%
Returns for 1 year15.5924.4964%
Returns for 3 years19.4831.8561%
Returns for 5 years52.7083.0863%
Returns for 10 years102.06197.2852%
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