MRERX
Price
$54.26
Change
+$0.60 (+1.12%)
Updated
Oct 20 closing price
Net Assets
6.61B
VTSMX
Price
$161.05
Change
+$1.80 (+1.13%)
Updated
Oct 20 closing price
Net Assets
2.02T
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MRERX vs VTSMX

Header iconMRERX vs VTSMX Comparison
Open Charts MRERX vs VTSMXBanner chart's image
MFS Core Equity R2
Price$54.26
Change+$0.60 (+1.12%)
VolumeN/A
Net Assets6.61B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
MRERX vs VTSMX Comparison Chart in %
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MRERX vs. VTSMX commentary
Oct 21, 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 MRERX is a Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MRERX (6.61B). VTSMX pays higher dividends than MRERX: VTSMX (1.04) vs MRERX (0.21). MRERX was incepted earlier than VTSMX: MRERX (22 years) vs VTSMX (34 years). MRERX (1.15) is less costly to investors than VTSMX (0.14). MRERX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRERX has a lower initial minimum investment than VTSMX: MRERX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. MRERX (2.12). VTSMX return over 5 years is better than : 84.86 vs. MRERX (45.53).
MRERXVTSMXMRERX / VTSMX
Total Expense Ratio1.140.14814%
Annual Report Gross Expense Ratio1.150.14821%
Fund Existence22 years34 years-
Gain YTD9.80213.01275%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.61B2.02T0%
Annual Yield % from dividends0.211.0420%
Returns for 1 year2.1213.7915%
Returns for 3 years46.4976.0261%
Returns for 5 years45.5384.8654%
Returns for 10 years104.55225.1046%
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