MRGRX
Price
$57.23
Change
-$0.18 (-0.31%)
Updated
Sep 20 closing price
VSMPX
Price
$256.96
Change
-$0.63 (-0.24%)
Updated
Sep 20 closing price
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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$57.23
Change-$0.18 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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MRGRX vs VSMPX Comparison Chart
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VS
MRGRX vs. VSMPX commentary
Sep 21, 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 MRGRX is a Buy and VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MRGRX (6.84B). VSMPX pays higher dividends than MRGRX: VSMPX (1.36) vs MRGRX (0.66). MRGRX was incepted earlier than VSMPX: MRGRX (28 years) vs VSMPX (9 years). MRGRX is a more actively managed with annual turnover of: 35.00 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 : 31.58 vs. MRGRX (27.83). VSMPX return over 5 years is better than : 85.73 vs. MRGRX (67.06).
MRGRXVSMPXMRGRX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD17.15518.66192%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.84B1.72T0%
Annual Yield % from dividends0.661.3649%
Returns for 1 year27.8331.5888%
Returns for 3 years14.6125.3858%
Returns for 5 years67.0685.7378%
Returns for 10 years101.07N/A-
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