MRGAX
Price
$52.82
Change
+$0.27 (+0.51%)
Updated
Jun 27 closing price
Net Assets
6.54B
VTSAX
Price
$147.67
Change
+$0.70 (+0.48%)
Updated
Jun 27 closing price
Net Assets
1.82T
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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$52.82
Change+$0.27 (+0.51%)
VolumeN/A
Net Assets6.54B
Vanguard Total Stock Mkt Idx Adm
Price$147.67
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
MRGAX vs VTSAX Comparison Chart in %
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MRGAX vs. VTSAX commentary
Jun 28, 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MRGAX (6.54B). VTSAX pays higher dividends than MRGAX: VTSAX (1.28) vs MRGAX (0.50). MRGAX was incepted earlier than VTSAX: MRGAX (30 years) vs VTSAX (25 years). MRGAX (0.90) is less costly to investors than VTSAX (0.04). MRGAX is a more actively managed with annual turnover of: 30.00 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 : 12.22 vs. MRGAX (3.23). VTSAX return over 5 years is better than : 99.48 vs. MRGAX (61.29).
MRGAXVTSAXMRGAX / VTSAX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence30 years25 years-
Gain YTD3.9774.24594%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.54B1.82T0%
Annual Yield % from dividends0.501.2839%
Returns for 1 year3.2312.2226%
Returns for 3 years36.8858.8163%
Returns for 5 years61.2999.4862%
Returns for 10 years89.91193.2147%
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