MRGAX
Price
$55.87
Change
-$0.91 (-1.60%)
Updated
Nov 13 closing price
Net Assets
6.69B
VSMPX
Price
$301.31
Change
-$5.38 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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MRGAX vs VSMPX

Header iconMRGAX vs VSMPX Comparison
Open Charts MRGAX vs VSMPXBanner chart's image
MFS Core Equity A
Price$55.87
Change-$0.91 (-1.60%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
MRGAX vs VSMPX Comparison Chart in %
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VS
MRGAX vs. VSMPX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. MRGAX (6.69B). VSMPX pays higher dividends than MRGAX: VSMPX (1.12) vs MRGAX (0.45). MRGAX was incepted earlier than VSMPX: MRGAX (30 years) vs VSMPX (11 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 : 13.44 vs. MRGAX (0.05). VSMPX return over 5 years is better than : 84.08 vs. MRGAX (44.15).
MRGAXVSMPXMRGAX / VSMPX
Total Expense Ratio0.890.024,450%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence30 years11 years-
Gain YTD10.54615.99466%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B2.05T0%
Annual Yield % from dividends0.451.1240%
Returns for 1 year0.0513.440%
Returns for 3 years40.1268.3059%
Returns for 5 years44.1584.0853%
Returns for 10 years109.54225.4849%
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