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MRGAX vs VTSMX
MRGAX vs VTSMX Comparison
Open Charts MRGAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MRGAX vs VTSMX Comparison Chart
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MRGAX vs. VTSMX commentary
Apr 05, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MRGAX (6.24B). VTSMX pays higher dividends than MRGAX: VTSMX (1.25) vs MRGAX (0.52). MRGAX was incepted earlier than VTSMX: MRGAX (29 years) vs VTSMX (33 years). MRGAX (0.90) is less costly to investors than VTSMX (0.14). MRGAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGAX has a lower initial minimum investment than VTSMX: MRGAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. MRGAX (-1.42). VTSMX return over 5 years is better than : 126.23 vs. MRGAX (82.47).
| MRGAX | VTSMX | MRGAX / VTSMX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -3.423 | -3.986 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.81T | 0% |
| Annual Yield % from dividends | 0.52 | 1.25 | 42% |
| Returns for 1 year | -1.42 | 8.05 | -18% |
| Returns for 3 years | 9.13 | 21.01 | 43% |
| Returns for 5 years | 82.47 | 126.23 | 65% |
| Returns for 10 years | 75.96 | 166.80 | 46% |
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