MRGHX
Price
$55.11
Change
-$0.03 (-0.05%)
Updated
Sep 5 closing price
Net Assets
6.73B
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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MRGHX vs VTSMX

Header iconMRGHX vs VTSMX Comparison
Open Charts MRGHX vs VTSMXBanner 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 I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
MRGHX vs VTSMX Comparison Chart in %
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MRGHX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MRGHX (6.73B). VTSMX pays higher dividends than MRGHX: VTSMX (1.07) vs MRGHX (0.44). MRGHX was incepted earlier than VTSMX: MRGHX (20 years) vs VTSMX (33 years). MRGHX (0.90) is less costly to investors than VTSMX (0.14). MRGHX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGHX has a lower initial minimum investment than VTSMX: MRGHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. MRGHX (8.36). VTSMX return over 5 years is better than : 84.94 vs. MRGHX (49.86).
MRGHXVTSMXMRGHX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence20 years33 years-
Gain YTD9.36710.33091%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B1.95T0%
Annual Yield % from dividends0.441.0741%
Returns for 1 year8.3618.0346%
Returns for 3 years41.6063.6365%
Returns for 5 years49.8684.9459%
Returns for 10 years112.70224.1550%
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