MRGKX
Price
$56.51
Change
+$0.50 (+0.89%)
Updated
Jan 17 closing price
Net Assets
6.88B
VTSMX
Price
$144.16
Change
+$1.34 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
Ad is loading...

MRGKX vs VTSMX

Header iconMRGKX vs VTSMX Comparison
Open Charts MRGKX vs VTSMXBanner chart's image
MFS Core Equity R6
Price$56.51
Change+$0.50 (+0.89%)
VolumeN/A
Net Assets6.88B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
MRGKX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MRGKX vs. VTSMX commentary
Jan 19, 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 MRGKX is a Hold and VTSMX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MRGKX (6.88B). 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 : 25.24 vs. MRGKX (16.20). VTSMX return over 5 years is better than : 76.07 vs. MRGKX (50.63).
MRGKXVTSMXMRGKX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years33 years-
Gain YTD2.9892.241133%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.88B1.78T0%
Annual Yield % from dividends0.711.2656%
Returns for 1 year16.2025.2464%
Returns for 3 years18.3228.9463%
Returns for 5 years50.6376.0767%
Returns for 10 years110.78194.9957%
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 %
VALLX37.980.55
+1.47%
Value Line Larger Companies Focused Inv
CHRRX19.960.18
+0.91%
Invesco Charter R
SIIEX14.050.10
+0.72%
Touchstone International Value Y
CMLEX55.880.29
+0.52%
American Funds American Mutual 529E
RAPCX10.250.02
+0.20%
Cohen & Steers Real Assets C