MRGAX
Price
$49.03
Change
-$0.07 (-0.14%)
Updated
May 9 closing price
Net Assets
6.21B
VTSMX
Price
$135.29
Change
-$0.08 (-0.06%)
Updated
May 9 closing price
Net Assets
1.72T
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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$49.03
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
MRGAX vs VTSMX Comparison Chart
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MRGAX vs. VTSMX commentary
May 11, 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: 1.72T vs. MRGAX (6.21B). VTSMX pays higher dividends than MRGAX: VTSMX (1.26) vs MRGAX (0.53). 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 : 7.95 vs. MRGAX (-0.65). VTSMX return over 5 years is better than : 89.18 vs. MRGAX (54.48).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence29 years33 years-
Gain YTD-2.849-4.02271%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.21B1.72T0%
Annual Yield % from dividends0.531.2642%
Returns for 1 year-0.657.95-8%
Returns for 3 years25.0040.0762%
Returns for 5 years54.4889.1861%
Returns for 10 years76.95165.2447%
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