MRGAX
Price
$55.04
Change
+$0.21 (+0.38%)
Updated
Aug 27 closing price
Net Assets
6.67B
VTSAX
Price
$155.81
Change
+$0.56 (+0.36%)
Updated
Aug 28 closing price
Net Assets
1.91T
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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$55.04
Change+$0.21 (+0.38%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx Adm
Price$155.81
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
MRGAX vs VTSAX Comparison Chart in %
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MRGAX vs. VTSAX commentary
Aug 29, 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: 1.91T vs. MRGAX (6.67B). VTSAX pays higher dividends than MRGAX: VTSAX (1.18) vs MRGAX (0.47). 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 : 15.91 vs. MRGAX (5.24). VTSAX return over 5 years is better than : 80.23 vs. MRGAX (44.81).
MRGAXVTSAXMRGAX / VTSAX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence30 years25 years-
Gain YTD8.48810.13484%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.91T0%
Annual Yield % from dividends0.471.1840%
Returns for 1 year5.2415.9133%
Returns for 3 years35.2658.1561%
Returns for 5 years44.8180.2356%
Returns for 10 years106.46224.2147%
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