MRGRX
Price
$55.96
Change
+$0.56 (+1.01%)
Updated
Jun 6 closing price
Net Assets
6.41B
VTSAX
Price
$143.67
Change
+$1.52 (+1.07%)
Updated
Jun 6 closing price
Net Assets
1.82T
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MRGRX vs VTSAX

Header iconMRGRX vs VTSAX Comparison
Open Charts MRGRX vs VTSAXBanner chart's image
MFS Core Equity I
Price$55.96
Change+$0.56 (+1.01%)
VolumeN/A
Net Assets6.41B
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
MRGRX vs VTSAX Comparison Chart
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MRGRX vs. VTSAX commentary
Jun 07, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MRGRX (6.41B). VTSAX pays higher dividends than MRGRX: VTSAX (1.28) vs MRGRX (0.64). MRGRX was incepted earlier than VTSAX: MRGRX (28 years) vs VTSAX (25 years). MRGRX (0.65) is less costly to investors than VTSAX (0.04). MRGRX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGRX has a lower initial minimum investment than VTSAX: MRGRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.96 vs. MRGRX (2.91). VTSAX return over 5 years is better than : 80.95 vs. MRGRX (53.04).
MRGRXVTSAXMRGRX / VTSAX
Total Expense Ratio0.640.041,600%
Annual Report Gross Expense Ratio0.650.041,625%
Fund Existence28 years25 years-
Gain YTD1.3170.826159%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B1.82T0%
Annual Yield % from dividends0.641.2850%
Returns for 1 year2.9110.9627%
Returns for 3 years25.2040.3562%
Returns for 5 years53.0480.9566%
Returns for 10 years94.77180.5352%
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