MRGHX
Price
$52.70
Change
+$0.24 (+0.46%)
Updated
Jan 30 closing price
Net Assets
6.95B
VTSMX
Price
$146.10
Change
+$0.89 (+0.61%)
Updated
Jan 30 closing price
Net Assets
1.78T
Ad is loading...

MRGHX vs VTSMX

Header iconMRGHX vs VTSMX Comparison
Open Charts MRGHX vs VTSMXBanner chart's image
MFS Core Equity R3
Price$52.70
Change+$0.24 (+0.46%)
VolumeN/A
Net Assets6.95B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
MRGHX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MRGHX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MRGHX (6.95B). VTSMX pays higher dividends than MRGHX: VTSMX (1.26) vs MRGHX (0.57). MRGHX was incepted earlier than VTSMX: MRGHX (20 years) vs VTSMX (33 years). MRGHX is a more actively managed with annual turnover of: 35.00 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 : 24.48 vs. MRGHX (15.57). VTSMX return over 5 years is better than : 83.05 vs. MRGHX (53.14).
MRGHXVTSMXMRGHX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years33 years-
Gain YTD4.5842.986154%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.95B1.78T0%
Annual Yield % from dividends0.571.2645%
Returns for 1 year15.5724.4864%
Returns for 3 years19.8731.8362%
Returns for 5 years53.1483.0564%
Returns for 10 years104.46196.6153%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DRMCX6.350.09
+1.44%
Virtus Silvant Mid-Cap Growth Inst
FBCIX71.100.40
+0.57%
American Funds Capital Income Bldr 529F2
FIKDX11.97N/A
N/A
Kempner Multi-Cap Deep Value Instl
HMVYX18.57N/A
N/A
Hartford MidCap Value Y
TSRPX18.88N/A
N/A
Nuveen Quant Small Cap Equity Premier