MRGKX
Price
$54.76
Change
-$1.69 (-2.99%)
Updated
Dec 18 closing price
VTSMX
Price
$141.24
Change
-$4.58 (-3.14%)
Updated
Dec 18 closing price
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MRGKX vs VTSMX

Header iconMRGKX vs VTSMX Comparison
Open Charts MRGKX vs VTSMXBanner chart's image
MFS Core Equity R6
Price$54.76
Change-$1.69 (-2.99%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
MRGKX vs VTSMX Comparison Chart
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VS
MRGKX vs. VTSMX commentary
Dec 19, 2024

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 MRGKX is a StrongBuy and VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. MRGKX (6.46B). VTSMX pays higher dividends than MRGKX: VTSMX (1.26) vs MRGKX (0.71). MRGKX was incepted earlier than VTSMX: MRGKX (12 years) vs VTSMX (33 years). MRGKX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). MRGKX has a lower initial minimum investment than VTSMX: MRGKX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 22.04 vs. MRGKX (16.98). VTSMX return over 5 years is better than : 77.48 vs. MRGKX (56.87).
MRGKXVTSMXMRGKX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years33 years-
Gain YTD15.98122.38371%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B1.84T0%
Annual Yield % from dividends0.711.2656%
Returns for 1 year16.9822.0477%
Returns for 3 years15.8823.8667%
Returns for 5 years56.8777.4873%
Returns for 10 years104.95182.8757%
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