MRGCX
Price
$40.35
Change
-$0.01 (-0.02%)
Updated
May 22 closing price
Net Assets
6.48B
VTSMX
Price
$139.56
Change
-$0.01 (-0.01%)
Updated
May 22 closing price
Net Assets
1.72T
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MRGCX vs VTSMX

Header iconMRGCX vs VTSMX Comparison
Open Charts MRGCX vs VTSMXBanner 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 I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
MRGCX vs VTSMX Comparison Chart
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MRGCX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MRGCX (6.48B). VTSMX pays higher dividends than MRGCX: VTSMX (1.26) vs MRGCX (0.00). MRGCX was incepted earlier than VTSMX: MRGCX (28 years) vs VTSMX (33 years). MRGCX (1.65) is less costly to investors than VTSMX (0.14). MRGCX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGCX has a lower initial minimum investment than VTSMX: MRGCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.08 vs. MRGCX (-1.94). VTSMX return over 5 years is better than : 96.32 vs. MRGCX (45.52).
MRGCXVTSMXMRGCX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence28 years33 years-
Gain YTD-0.6400.767-83%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.48B1.72T0%
Annual Yield % from dividends0.001.26-
Returns for 1 year-1.9411.08-18%
Returns for 3 years23.6249.8647%
Returns for 5 years45.5296.3247%
Returns for 10 years54.36174.5831%
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