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MRGRX
Price
$59.97
Change
+$0.51 (+0.86%)
Updated
Nov 21 closing price
VTSMX
Price
$143.57
Change
+$0.99 (+0.69%)
Updated
Nov 21 closing price
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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$59.97
Change+$0.51 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.57
Change+$0.99 (+0.69%)
VolumeN/A
CapitalizationN/A
MRGRX vs VTSMX Comparison Chart
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VS
MRGRX vs. VTSMX commentary
Nov 22, 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 StrongBuy and VTSMX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MRGRX (6.88B). VTSMX pays higher dividends than MRGRX: VTSMX (1.26) vs MRGRX (0.66). MRGRX was incepted earlier than VTSMX: MRGRX (28 years) vs VTSMX (33 years). MRGRX is a more actively managed with annual turnover of: 35.00 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 : 31.17 vs. MRGRX (27.10). VTSMX return over 5 years is better than : 87.20 vs. MRGRX (69.99).
MRGRXVTSMXMRGRX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years33 years-
Gain YTD22.76424.40293%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.88B1.73T0%
Annual Yield % from dividends0.661.2652%
Returns for 1 year27.1031.1787%
Returns for 3 years13.4623.1158%
Returns for 5 years69.9987.2080%
Returns for 10 years101.41187.9754%
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