MRGAX
Price
$50.56
Change
+$0.03 (+0.06%)
Updated
Dec 26 closing price
Net Assets
6.59B
VFIAX
Price
$639.57
Change
-$0.13 (-0.02%)
Updated
Dec 26 closing price
Net Assets
1.48T
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MRGAX vs VFIAX

Header iconMRGAX vs VFIAX Comparison
Open Charts MRGAX vs VFIAXBanner chart's image
MFS Core Equity A
Price$50.56
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets6.59B
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
MRGAX vs VFIAX Comparison Chart in %
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MRGAX vs. VFIAX commentary
Dec 27, 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 MRGAX is a StrongBuy and VFIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MRGAX (6.59B). VFIAX pays higher dividends than MRGAX: VFIAX (1.11) vs MRGAX (0.45). MRGAX was incepted earlier than VFIAX: MRGAX (30 years) vs VFIAX (25 years). MRGAX (0.90) is less costly to investors than VFIAX (0.04). MRGAX is a more actively managed with annual turnover of: 43.00 vs. VFIAX (2.00). MRGAX has a lower initial minimum investment than VFIAX: MRGAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.85 vs. MRGAX (-2.15). VFIAX return over 5 years is better than : 87.47 vs. MRGAX (26.93).
MRGAXVFIAXMRGAX / VFIAX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence30 years25 years-
Gain YTD0.04017.8790%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.48T0%
Annual Yield % from dividends0.451.1140%
Returns for 1 year-2.1514.85-14%
Returns for 3 years35.1881.3543%
Returns for 5 years26.9387.4731%
Returns for 10 years107.40234.2846%
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