MRGAX
Price
$53.80
Change
-$0.03 (-0.06%)
Updated
Aug 7 closing price
Net Assets
6.59B
VTSMX
Price
$151.30
Change
-$0.14 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
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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$53.80
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets6.59B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX commentary
Aug 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 StrongBuy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MRGAX (6.59B). VTSMX pays higher dividends than MRGAX: VTSMX (1.09) vs MRGAX (0.47). 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 : 21.77 vs. MRGAX (11.07). VTSMX return over 5 years is better than : 83.91 vs. MRGAX (49.19).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years33 years-
Gain YTD6.5107.45087%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.91T0%
Annual Yield % from dividends0.471.0943%
Returns for 1 year11.0721.7751%
Returns for 3 years29.5150.1559%
Returns for 5 years49.1983.9159%
Returns for 10 years92.38196.7847%
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