MRGHX
Price
$54.64
Change
-$0.08 (-0.15%)
Updated
Aug 14 closing price
Net Assets
6.71B
VTSMX
Price
$154.41
Change
-$0.16 (-0.10%)
Updated
Aug 14 closing price
Net Assets
1.91T
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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$54.64
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets6.71B
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
MRGHX vs VTSMX Comparison Chart in %
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MRGHX vs. VTSMX commentary
Aug 15, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MRGHX (6.71B). VTSMX pays higher dividends than MRGHX: VTSMX (1.09) 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 : 18.62 vs. MRGHX (8.44). VTSMX return over 5 years is better than : 86.51 vs. MRGHX (51.45).
MRGHXVTSMXMRGHX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence20 years33 years-
Gain YTD8.4349.67187%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.71B1.91T0%
Annual Yield % from dividends0.441.0941%
Returns for 1 year8.4418.6245%
Returns for 3 years27.7447.5958%
Returns for 5 years51.4586.5159%
Returns for 10 years97.94202.6848%
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