MRGRX
Price
$47.31
Change
-$2.86 (-5.70%)
Updated
Apr 4 closing price
Net Assets
5.92B
VSMPX
Price
$226.91
Change
-$14.15 (-5.87%)
Updated
Apr 4 closing price
Net Assets
1.81T
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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$47.31
Change-$2.86 (-5.70%)
VolumeN/A
Net Assets5.92B
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.91
Change-$14.15 (-5.87%)
VolumeN/A
Net Assets1.81T
MRGRX vs VSMPX Comparison Chart
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VS
MRGRX vs. VSMPX commentary
Apr 05, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. MRGRX (5.92B). 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 : 8.06 vs. MRGRX (-0.67). VSMPX return over 5 years is better than : 126.31 vs. MRGRX (87.98).
MRGRXVSMPXMRGRX / VSMPX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence28 years10 years-
Gain YTD-3.383-3.98785%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.92B1.81T0%
Annual Yield % from dividends0.681.3749%
Returns for 1 year-0.678.06-8%
Returns for 3 years11.3021.0554%
Returns for 5 years87.98126.3170%
Returns for 10 years85.61N/A-
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