MRGRX
Price
$51.10
Change
+$1.03 (+2.06%)
Updated
Apr 24 closing price
Net Assets
5.88B
VTSMX
Price
$130.91
Change
+$2.67 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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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$51.10
Change+$1.03 (+2.06%)
VolumeN/A
Net Assets5.88B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
MRGRX vs VTSMX Comparison Chart
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MRGRX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. MRGRX (5.88B). 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 : 5.27 vs. MRGRX (-3.05). VTSMX return over 5 years is better than : 86.77 vs. MRGRX (56.13).
MRGRXVTSMXMRGRX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence28 years33 years-
Gain YTD-8.431-9.02393%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.88B1.7T0%
Annual Yield % from dividends0.681.2554%
Returns for 1 year-3.055.27-58%
Returns for 3 years11.7222.5652%
Returns for 5 years56.1386.7765%
Returns for 10 years75.21150.1450%
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