MRGAX
Price
$54.57
Change
+$0.26 (+0.48%)
Updated
Jul 25 closing price
Net Assets
6.71B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

MRGAX vs VSMPX

Header iconMRGAX vs VSMPX Comparison
Open Charts MRGAX vs VSMPXBanner chart's image
MFS Core Equity A
Price$54.57
Change+$0.26 (+0.48%)
VolumeN/A
Net Assets6.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
MRGAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MRGAX vs. VSMPX commentary
Jul 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 Buy and VSMPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MRGAX (6.71B). VSMPX pays higher dividends than MRGAX: VSMPX (1.22) vs MRGAX (0.48). MRGAX was incepted earlier than VSMPX: MRGAX (30 years) vs VSMPX (10 years). MRGAX (0.90) is less costly to investors than VSMPX (0.02). MRGAX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGAX has a lower initial minimum investment than VSMPX: MRGAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. MRGAX (8.65). VSMPX return over 5 years is better than : 93.61 vs. MRGAX (57.82).
MRGAXVSMPXMRGAX / VSMPX
Total Expense Ratio0.890.024,450%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence30 years10 years-
Gain YTD7.9748.29896%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.71B1.91T0%
Annual Yield % from dividends0.481.2239%
Returns for 1 year8.6517.7649%
Returns for 3 years38.8560.6764%
Returns for 5 years57.8293.6162%
Returns for 10 years96.39192.0950%
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 %
LMCCX30.940.26
+0.85%
Lord Abbett Mid Cap Stock C
RAGHX26.860.13
+0.49%
Virtus KAR Health Sciences A
RAFCX42.910.16
+0.37%
American Funds AMCAP R3
JDINX52.77-0.21
-0.40%
Janus Henderson Overseas N
ZEMIX12.72-0.07
-0.55%
American Beacon Ninety One Emr Mkts EqR5