MRGAX
Price
$50.45
Change
-$1.56 (-3.00%)
Updated
Dec 18 closing price
VTSAX
Price
$141.29
Change
-$4.58 (-3.14%)
Updated
Dec 18 closing price
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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$50.45
Change-$1.56 (-3.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
MRGAX vs VTSAX Comparison Chart
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VS
MRGAX vs. VTSAX 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 VTSAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. MRGAX (6.46B). 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 : 26.91 vs. MRGAX (15.96). VTSAX return over 5 years is better than : 84.17 vs. MRGAX (52.54).
MRGAXVTSAXMRGAX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years24 years-
Gain YTD14.98726.39057%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B1.84T0%
Annual Yield % from dividends0.581.3543%
Returns for 1 year15.9626.9159%
Returns for 3 years14.0427.8950%
Returns for 5 years52.5484.1762%
Returns for 10 years94.14192.7749%
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