MRGCX
Price
$40.35
Change
-$0.01 (-0.02%)
Updated
May 22 closing price
Net Assets
6.48B
VTSAX
Price
$139.59
Change
-$0.02 (-0.01%)
Updated
May 22 closing price
Net Assets
1.72T
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MRGCX vs VTSAX

Header iconMRGCX vs VTSAX Comparison
Open Charts MRGCX vs VTSAXBanner chart's image
MFS Core Equity C
Price$40.35
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets6.48B
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
MRGCX vs VTSAX Comparison Chart
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MRGCX vs. VTSAX commentary
May 23, 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 MRGCX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MRGCX (6.48B). VTSAX pays higher dividends than MRGCX: VTSAX (1.36) vs MRGCX (0.00). MRGCX was incepted earlier than VTSAX: MRGCX (28 years) vs VTSAX (25 years). MRGCX (1.65) is less costly to investors than VTSAX (0.04). MRGCX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGCX has a lower initial minimum investment than VTSAX: MRGCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.10 vs. MRGCX (-1.94). VTSAX return over 5 years is better than : 96.34 vs. MRGCX (45.52).
MRGCXVTSAXMRGCX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence28 years25 years-
Gain YTD-0.6400.776-82%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.48B1.72T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year-1.9411.10-18%
Returns for 3 years23.6249.8947%
Returns for 5 years45.5296.3447%
Returns for 10 years54.36175.1731%
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