MRGAX
Price
$56.07
Change
-$0.34 (-0.60%)
Updated
Oct 7 closing price
Net Assets
6.75B
VTSMX
Price
$160.44
Change
-$0.75 (-0.47%)
Updated
Oct 7 closing price
Net Assets
2.02T
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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$56.07
Change-$0.34 (-0.60%)
VolumeN/A
Net Assets6.75B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX commentary
Oct 08, 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: 2.02T vs. MRGAX (6.75B). VTSMX pays higher dividends than MRGAX: VTSMX (1.04) vs MRGAX (0.45). MRGAX was incepted earlier than VTSMX: MRGAX (30 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 : 18.34 vs. MRGAX (7.13). VTSMX return over 5 years is better than : 89.06 vs. MRGAX (51.22).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years33 years-
Gain YTD11.61514.38981%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.75B2.02T0%
Annual Yield % from dividends0.451.0444%
Returns for 1 year7.1318.3439%
Returns for 3 years52.1982.0564%
Returns for 5 years51.2289.0658%
Returns for 10 years112.26231.0849%
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