MRGRX
Price
$55.96
Change
+$0.56 (+1.01%)
Updated
Jun 6 closing price
Net Assets
6.41B
VTSMX
Price
$143.62
Change
+$1.51 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
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MRGRX vs VTSMX

Header iconMRGRX vs VTSMX Comparison
Open Charts MRGRX vs VTSMXBanner 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 I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
MRGRX vs VTSMX Comparison Chart
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MRGRX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MRGRX (6.41B). VTSMX pays higher dividends than MRGRX: VTSMX (1.18) vs MRGRX (0.64). 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 : 10.96 vs. MRGRX (2.91). VTSMX return over 5 years is better than : 80.94 vs. MRGRX (53.04).
MRGRXVTSMXMRGRX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence28 years33 years-
Gain YTD1.3170.817161%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.41B1.82T0%
Annual Yield % from dividends0.641.1854%
Returns for 1 year2.9110.9627%
Returns for 3 years25.2040.3462%
Returns for 5 years53.0480.9466%
Returns for 10 years94.77179.9453%
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