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MRGRX vs VTSMX
MRGRX vs VTSMX Comparison
Open Charts MRGRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
MRGRX vs VTSMX Comparison Chart
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MRGRX vs. VTSMX commentary
Apr 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MRGRX (6.19B). VTSMX pays higher dividends than MRGRX: VTSMX (1.25) vs MRGRX (0.68). MRGRX was incepted earlier than VTSMX: MRGRX (28 years) vs VTSMX (33 years). MRGRX (0.65) is less costly to investors than VTSMX (0.14). MRGRX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGRX has a lower initial minimum investment than VTSMX: MRGRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.35 vs. MRGRX (-0.54). VTSMX return over 5 years is better than : 124.42 vs. MRGRX (87.98).
| MRGRX | VTSMX | MRGRX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -3.383 | -4.752 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 1.81T | 0% |
| Annual Yield % from dividends | 0.68 | 1.25 | 54% |
| Returns for 1 year | -0.54 | 7.35 | -7% |
| Returns for 3 years | 12.00 | 21.00 | 57% |
| Returns for 5 years | 87.98 | 124.42 | 71% |
| Returns for 10 years | 87.05 | 166.40 | 52% |