MRGAX
Price
$53.42
Change
-$0.30 (-0.56%)
Updated
Jul 11 closing price
Net Assets
6.6B
VTSMX
Price
$149.45
Change
-$0.63 (-0.42%)
Updated
Jul 11 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$53.42
Change-$0.30 (-0.56%)
VolumeN/A
Net Assets6.6B
Vanguard Total Stock Mkt Idx I
Price$149.45
Change-$0.63 (-0.42%)
VolumeN/A
Net Assets1.91T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX commentary
Jul 13, 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: 1.91T vs. MRGAX (6.61B). VTSMX pays higher dividends than MRGAX: VTSMX (1.12) vs MRGAX (0.48). 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 : 12.70 vs. MRGAX (3.61). VTSMX return over 5 years is better than : 92.31 vs. MRGAX (55.38).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years33 years-
Gain YTD5.6986.48588%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.61B1.91T0%
Annual Yield % from dividends0.481.1243%
Returns for 1 year3.6112.7028%
Returns for 3 years39.5162.3263%
Returns for 5 years55.3892.3160%
Returns for 10 years89.08192.5646%
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