MRERX
Price
$48.74
Change
-$0.31 (-0.63%)
Updated
Jan 14 closing price
Net Assets
6.56B
VFINX
Price
$639.70
Change
-$3.42 (-0.53%)
Updated
Jan 14 closing price
Net Assets
1.47T
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MRERX vs VFINX

Header iconMRERX vs VFINX Comparison
Open Charts MRERX vs VFINXBanner chart's image
MFS Core Equity R2
Price$48.74
Change-$0.31 (-0.63%)
VolumeN/A
Net Assets6.56B
Vanguard 500 Index Investor
Price$639.70
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
MRERX vs VFINX Comparison Chart in %
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MRERX vs. VFINX commentary
Jan 15, 2026

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 MRERX is a Hold and VFINX is a Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MRERX (6.56B). VFINX pays higher dividends than MRERX: VFINX (1.02) vs MRERX (0.17). MRERX was incepted earlier than VFINX: MRERX (22 years) vs VFINX (49 years). MRERX (1.15) is less costly to investors than VFINX (0.14). MRERX is a more actively managed with annual turnover of: 43.00 vs. VFINX (2.00). MRERX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 18.64 vs. MRERX (-0.20). VFINX return over 5 years is better than : 84.11 vs. MRERX (23.49).
MRERXVFINXMRERX / VFINX
Total Expense Ratio1.140.14814%
Annual Report Gross Expense Ratio1.150.14821%
Fund Existence22 years49 years-
Gain YTD1.3731.228112%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets6.56B1.48T0%
Annual Yield % from dividends0.171.0216%
Returns for 1 year-0.2018.64-1%
Returns for 3 years27.9173.5438%
Returns for 5 years23.4984.1128%
Returns for 10 years123.83269.2846%
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