MRGAX
Price
$51.16
Change
-$0.11 (-0.21%)
Updated
Jun 5 closing price
Net Assets
6.42B
VTSMX
Price
$142.11
Change
-$0.65 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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MRGAX vs VTSMX

Header iconMRGAX vs VTSMX Comparison
Open Charts MRGAX vs VTSMXBanner chart's image
MFS Core Equity A
Price$51.16
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets6.42B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
MRGAX vs VTSMX Comparison Chart
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MRGAX vs. VTSMX commentary
Jun 06, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MRGAX (6.42B). VTSMX pays higher dividends than MRGAX: VTSMX (1.18) vs MRGAX (0.50). 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 : 11.39 vs. MRGAX (2.26). VTSMX return over 5 years is better than : 81.77 vs. MRGAX (48.82).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence29 years33 years-
Gain YTD1.4441.278113%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.42B1.82T0%
Annual Yield % from dividends0.501.1842%
Returns for 1 year2.2611.3920%
Returns for 3 years24.3642.4457%
Returns for 5 years48.8281.7760%
Returns for 10 years85.09181.2247%
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