MRGHX
Price
$45.02
Change
-$1.71 (-3.66%)
Updated
Apr 10 closing price
Net Assets
5.98B
VSMPX
Price
$235.02
Change
-$8.64 (-3.55%)
Updated
Apr 10 closing price
Net Assets
1.7T
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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$45.02
Change-$1.71 (-3.66%)
VolumeN/A
Net Assets5.98B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
MRGHX vs VSMPX Comparison Chart
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VS
MRGHX vs. VSMPX commentary
Apr 11, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MRGHX (5.98B). VSMPX pays higher dividends than MRGHX: VSMPX (1.37) vs MRGHX (0.49). 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 : 4.74 vs. MRGHX (-4.51). VSMPX return over 5 years is better than : 92.24 vs. MRGHX (57.00).
MRGHXVSMPXMRGHX / VSMPX
Total Expense Ratio0.890.024,450%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence20 years10 years-
Gain YTD-7.263-7.87792%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.98B1.7T0%
Annual Yield % from dividends0.491.3736%
Returns for 1 year-4.514.74-95%
Returns for 3 years8.8021.0042%
Returns for 5 years57.0092.2462%
Returns for 10 years70.35N/A-
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