MRGRX
Price
$57.23
Change
-$0.18 (-0.31%)
Updated
Sep 20 closing price
VTSAX
Price
$136.96
Change
-$0.34 (-0.25%)
Updated
Sep 20 closing price
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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$57.23
Change-$0.18 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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MRGRX vs VTSAX Comparison Chart
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VS
MRGRX vs. VTSAX 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 VTSAX is a Buy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MRGRX (6.84B). VTSAX pays higher dividends than MRGRX: VTSAX (1.35) vs MRGRX (0.66). MRGRX was incepted earlier than VTSAX: MRGRX (28 years) vs VTSAX (24 years). MRGRX is a more actively managed with annual turnover of: 35.00 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 : 31.56 vs. MRGRX (27.83). VTSAX return over 5 years is better than : 85.68 vs. MRGRX (67.06).
MRGRXVTSAXMRGRX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD17.15518.64592%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.84B1.72T0%
Annual Yield % from dividends0.661.3549%
Returns for 1 year27.8331.5688%
Returns for 3 years14.6125.3558%
Returns for 5 years67.0685.6878%
Returns for 10 years101.07188.3254%
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