MRGAX
Price
$53.75
Change
+$0.49 (+0.92%)
Updated
Jul 3 closing price
Net Assets
6.67B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MRGAX vs VTSMX

Header iconMRGAX vs VTSMX Comparison
Open Charts MRGAX vs VTSMXBanner chart's image
MFS Core Equity A
Price$53.75
Change+$0.49 (+0.92%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX commentary
Jul 07, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MRGAX (6.67B). VTSMX pays higher dividends than MRGAX: VTSMX (1.12) vs MRGAX (0.48). MRGAX was incepted earlier than VTSMX: MRGAX (30 years) vs VTSMX (33 years). MRGAX (0.90) is less costly to investors than VTSMX (0.14). MRGAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGAX has a lower initial minimum investment than VTSMX: MRGAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. MRGAX (5.12). VTSMX return over 5 years is better than : 95.59 vs. MRGAX (58.83).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years33 years-
Gain YTD6.3516.42199%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.82T0%
Annual Yield % from dividends0.481.1243%
Returns for 1 year5.1213.8937%
Returns for 3 years39.7262.0864%
Returns for 5 years58.8395.5962%
Returns for 10 years93.77198.0547%
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