MRGGX
Price
$37.85
Change
+$0.76 (+2.05%)
Updated
Apr 24 closing price
Net Assets
5.88B
VTSAX
Price
$130.93
Change
+$2.66 (+2.07%)
Updated
Apr 24 closing price
Net Assets
1.7T
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MRGGX vs VTSAX

Header iconMRGGX vs VTSAX Comparison
Open Charts MRGGX vs VTSAXBanner chart's image
MFS Core Equity R1
Price$37.85
Change+$0.76 (+2.05%)
VolumeN/A
Net Assets5.88B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
MRGGX vs VTSAX Comparison Chart
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MRGGX vs. VTSAX commentary
Apr 25, 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 MRGGX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. MRGGX (5.88B). VTSAX pays higher dividends than MRGGX: VTSAX (1.35) vs MRGGX (0.01). MRGGX was incepted earlier than VTSAX: MRGGX (20 years) vs VTSAX (24 years). MRGGX (1.65) is less costly to investors than VTSAX (0.04). MRGGX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGGX has a lower initial minimum investment than VTSAX: MRGGX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 5.27 vs. MRGGX (-6.10). VTSAX return over 5 years is better than : 86.80 vs. MRGGX (40.37).
MRGGXVTSAXMRGGX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence20 years24 years-
Gain YTD-8.713-9.01997%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.88B1.7T0%
Annual Yield % from dividends0.011.350%
Returns for 1 year-6.105.27-116%
Returns for 3 years4.5422.5920%
Returns for 5 years40.3786.8047%
Returns for 10 years43.78150.7129%
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