MRGAX
Price
$48.92
Change
+$0.37 (+0.76%)
Updated
Mar 1, 6:59 PM EST
VTSAX
Price
$124.07
Change
+$0.98 (+0.80%)
Updated
Mar 1, 6:59 PM EST
Ad is loading...

Analysis and predictions MRGAX vs VTSAX

Header iconMRGAX vs VTSAX Comparison
Open Charts MRGAX vs VTSAXBanner chart's image
MFS Core Equity A
Price$48.92
Change+$0.37 (+0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$124.07
Change+$0.98 (+0.80%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
MRGAX vs VTSAX Comparison Chart

Loading...

VS
MRGAX vs. VTSAX commentary
Mar 04, 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 VTSAX is a Buy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.47T vs. MRGAX (6.78B). VTSAX pays higher dividends than MRGAX: VTSAX (1.34) vs MRGAX (0.60). MRGAX was incepted earlier than VTSAX: MRGAX (28 years) vs VTSAX (23 years). MRGAX (0.92) is less costly to investors than VTSAX (0.04). MRGAX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (3.00). 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 : 27.38 vs. MRGAX (25.20). VTSAX return over 5 years is better than : 77.20 vs. MRGAX (63.56).
MRGAXVTSAXMRGAX / VTSAX
Total Expense Ratio0.910.042,275%
Annual Report Gross Expense Ratio0.920.042,300%
Fund Existence28 years23 years-
Gain YTD7.6357.429103%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRA250N/A-
Net Assets6.78B1.47T0%
Annual Yield % from dividends0.601.3444%
Returns for 1 year25.2027.3892%
Returns for 3 years17.4025.7068%
Returns for 5 years63.5677.2082%
Returns for 10 years82.60174.3147%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CMPS11.481.21
+11.78%
COMPASS Pathways Plc
ZTO20.311.12
+5.84%
ZTO Express (Cayman)
WISH6.540.04
+0.62%
ContextLogic
WLDS0.48-0.02
-3.42%
Wearable Devices Ltd
GSAT1.48-0.08
-5.13%
Globalstar