MRGRX
Price
$59.53
Change
-$0.35 (-0.58%)
Updated
Nov 18 closing price
Net Assets
6.5B
VTSMX
Price
$157.75
Change
-$1.11 (-0.70%)
Updated
Nov 18 closing price
Net Assets
2.05T
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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$59.53
Change-$0.35 (-0.58%)
VolumeN/A
Net Assets6.5B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
MRGRX vs VTSMX Comparison Chart in %
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MRGRX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGRX (6.5B). VTSMX pays higher dividends than MRGRX: VTSMX (1.02) vs MRGRX (0.58). MRGRX was incepted earlier than VTSMX: MRGRX (29 years) vs VTSMX (34 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 : 12.09 vs. MRGRX (1.12). VTSMX return over 5 years is better than : 77.91 vs. MRGRX (45.64).
MRGRXVTSMXMRGRX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence29 years34 years-
Gain YTD8.87012.73670%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.5B2.05T0%
Annual Yield % from dividends0.581.0257%
Returns for 1 year1.1212.099%
Returns for 3 years40.1364.9862%
Returns for 5 years45.6477.9159%
Returns for 10 years112.77215.9752%
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