MRGAX
Price
$50.56
Change
+$0.03 (+0.06%)
Updated
Dec 26 closing price
Net Assets
6.59B
VFINX
Price
$639.68
Change
-$0.14 (-0.02%)
Updated
Dec 26 closing price
Net Assets
1.48T
Interact to see
Advertisement

MRGAX vs VFINX

Header iconMRGAX vs VFINX Comparison
Open Charts MRGAX vs VFINXBanner chart's image
MFS Core Equity A
Price$50.56
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets6.59B
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
MRGAX vs VFINX Comparison Chart in %
View a ticker or compare two or three
VS
MRGAX vs. VFINX 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 VFINX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MRGAX (6.59B). VFINX pays higher dividends than MRGAX: VFINX (1.02) vs MRGAX (0.45). MRGAX was incepted earlier than VFINX: MRGAX (30 years) vs VFINX (49 years). MRGAX (0.90) is less costly to investors than VFINX (0.14). MRGAX is a more actively managed with annual turnover of: 43.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MRGAX: VFINX (0) vs MRGAX (1000). VFINX annual gain was more profitable for investors over the last year : 14.85 vs. MRGAX (-2.15). VFINX return over 5 years is better than : 87.47 vs. MRGAX (26.93).
MRGAXVFINXMRGAX / VFINX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years49 years-
Gain YTD0.04017.8780%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.48T0%
Annual Yield % from dividends0.451.0244%
Returns for 1 year-2.1514.85-14%
Returns for 3 years35.1881.3343%
Returns for 5 years26.9387.4731%
Returns for 10 years107.40234.3046%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ETNEX14.810.01
+0.07%
Eventide Exponential Technologies N
EQTIX17.840.01
+0.06%
Shelton Equity Income Investor
RGBCX40.350.02
+0.05%
American Funds Global Balanced R3
ARSZX10.11-0.01
-0.10%
AMG River Road Small-Mid Cap Value Z
BDBKX27.34-0.15
-0.55%
iShares Russell 2000 Small-Cap Idx K