MRGHX
Price
$54.94
Change
+$0.19 (+0.35%)
Updated
Nov 19 closing price
Net Assets
6.46B
VTSAX
Price
$158.32
Change
+$0.52 (+0.33%)
Updated
Nov 19 closing price
Net Assets
2.05T
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MRGHX vs VTSAX

Header iconMRGHX vs VTSAX Comparison
Open Charts MRGHX vs VTSAXBanner chart's image
MFS Core Equity R3
Price$54.94
Change+$0.19 (+0.35%)
VolumeN/A
Net Assets6.46B
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
MRGHX vs VTSAX Comparison Chart in %
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MRGHX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. MRGHX (6.46B). VTSAX pays higher dividends than MRGHX: VTSAX (1.11) vs MRGHX (0.42). MRGHX was incepted earlier than VTSAX: MRGHX (21 years) vs VTSAX (25 years). MRGHX (0.90) is less costly to investors than VTSAX (0.04). MRGHX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGHX has a lower initial minimum investment than VTSAX: MRGHX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.80 vs. MRGHX (0.42). VTSAX return over 5 years is better than : 77.64 vs. MRGHX (42.96).
MRGHXVTSAXMRGHX / VTSAX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence21 years25 years-
Gain YTD9.03011.96675%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B2.05T0%
Annual Yield % from dividends0.421.1138%
Returns for 1 year0.4210.804%
Returns for 3 years38.2963.8860%
Returns for 5 years42.9677.6455%
Returns for 10 years104.78214.4549%
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