MRGGX
Price
$44.34
Change
+$0.14 (+0.32%)
Updated
Sep 8 closing price
Net Assets
6.72B
VTSMX
Price
$155.90
Change
+$0.40 (+0.26%)
Updated
Sep 8 closing price
Net Assets
1.95T
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MRGGX vs VTSMX

Header iconMRGGX vs VTSMX Comparison
Open Charts MRGGX vs VTSMXBanner chart's image
MFS Core Equity R1
Price$44.34
Change+$0.14 (+0.32%)
VolumeN/A
Net Assets6.72B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
MRGGX vs VTSMX Comparison Chart in %
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VS
MRGGX vs. VTSMX commentary
Sep 09, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MRGGX (6.72B). VTSMX pays higher dividends than MRGGX: VTSMX (1.07) vs MRGGX (0.00). MRGGX was incepted earlier than VTSMX: MRGGX (20 years) vs VTSMX (33 years). MRGGX (1.65) is less costly to investors than VTSMX (0.14). MRGGX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGGX has a lower initial minimum investment than VTSMX: MRGGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.08 vs. MRGGX (7.49). VTSMX return over 5 years is better than : 86.56 vs. MRGGX (39.70).
MRGGXVTSMXMRGGX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence20 years33 years-
Gain YTD8.78710.33085%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.72B1.95T0%
Annual Yield % from dividends0.001.070%
Returns for 1 year7.4920.0837%
Returns for 3 years29.3356.7852%
Returns for 5 years39.7086.5646%
Returns for 10 years83.14225.3937%
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