MRGHX
Price
$55.11
Change
-$0.03 (-0.05%)
Updated
Sep 5 closing price
Net Assets
6.73B
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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MRGHX vs VSMPX

Header iconMRGHX vs VSMPX Comparison
Open Charts MRGHX vs VSMPXBanner chart's image
MFS Core Equity R3
Price$55.11
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets6.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
MRGHX vs VSMPX Comparison Chart in %
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VS
MRGHX vs. VSMPX commentary
Sep 07, 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 MRGHX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. MRGHX (6.73B). VSMPX pays higher dividends than MRGHX: VSMPX (1.17) vs MRGHX (0.44). MRGHX was incepted earlier than VSMPX: MRGHX (20 years) vs VSMPX (10 years). MRGHX (0.90) is less costly to investors than VSMPX (0.02). MRGHX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGHX has a lower initial minimum investment than VSMPX: MRGHX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.28 vs. MRGHX (8.36). VSMPX return over 5 years is better than : 85.39 vs. MRGHX (49.86).
MRGHXVSMPXMRGHX / VSMPX
Total Expense Ratio0.890.024,450%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence20 years10 years-
Gain YTD9.36710.57489%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B1.95T0%
Annual Yield % from dividends0.441.1737%
Returns for 1 year8.3618.2846%
Returns for 3 years41.6064.0365%
Returns for 5 years49.8685.3958%
Returns for 10 years112.70215.1952%
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