MRGAX
Price
$50.43
Change
-$0.82 (-1.60%)
Updated
Sep 6 closing price
VTSMX
Price
$129.60
Change
-$2.26 (-1.71%)
Updated
Sep 6 closing price
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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$50.43
Change-$0.82 (-1.60%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$2.26 (-1.71%)
VolumeN/A
CapitalizationN/A
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MRGAX vs VTSMX Comparison Chart
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VS
MRGAX vs. VTSMX commentary
Sep 07, 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 Buy and VTSMX is a Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MRGAX (6.51B). VTSMX pays higher dividends than MRGAX: VTSMX (1.26) vs MRGAX (0.58). MRGAX was incepted earlier than VTSMX: MRGAX (29 years) vs VTSMX (32 years). MRGAX is a more actively managed with annual turnover of: 35.00 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 : 22.23 vs. MRGAX (19.19). VTSMX return over 5 years is better than : 79.35 vs. MRGAX (57.79).
MRGAXVTSMXMRGAX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years32 years-
Gain YTD12.76114.23390%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.51B1.72T0%
Annual Yield % from dividends0.581.2646%
Returns for 1 year19.1922.2386%
Returns for 3 years4.0815.9726%
Returns for 5 years57.7979.3573%
Returns for 10 years81.01172.8547%
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