MRGRX
Price
$53.04
Change
+$0.83 (+1.59%)
Updated
May 2 closing price
Net Assets
6.21B
VSMPX
Price
$254.70
Change
+$3.92 (+1.56%)
Updated
May 2 closing price
Net Assets
1.7T
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MRGRX vs VSMPX

Header iconMRGRX vs VSMPX Comparison
Open Charts MRGRX vs VSMPXBanner chart's image
MFS Core Equity I
Price$53.04
Change+$0.83 (+1.59%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.70
Change+$3.92 (+1.56%)
VolumeN/A
Net Assets1.7T
MRGRX vs VSMPX Comparison Chart
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VS
MRGRX vs. VSMPX commentary
May 04, 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 MRGRX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MRGRX (6.21B). VSMPX pays higher dividends than MRGRX: VSMPX (1.37) vs MRGRX (0.68). MRGRX was incepted earlier than VSMPX: MRGRX (28 years) vs VSMPX (10 years). MRGRX (0.65) is less costly to investors than VSMPX (0.02). MRGRX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGRX has a lower initial minimum investment than VSMPX: MRGRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.48 vs. MRGRX (2.96). VSMPX return over 5 years is better than : 97.55 vs. MRGRX (65.04).
MRGRXVSMPXMRGRX / VSMPX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence28 years10 years-
Gain YTD-2.999-3.70381%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.21B1.7T0%
Annual Yield % from dividends0.681.3750%
Returns for 1 year2.9611.4826%
Returns for 3 years21.6233.6064%
Returns for 5 years65.0497.5567%
Returns for 10 years87.60159.9855%
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