MRGAX
Price
$55.61
Change
+$0.26 (+0.47%)
Updated
Oct 17 closing price
Net Assets
6.61B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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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$55.61
Change+$0.26 (+0.47%)
VolumeN/A
Net Assets6.61B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MRGAX (6.61B). VTSMX pays higher dividends than MRGAX: VTSMX (1.04) vs MRGAX (0.45). MRGAX was incepted earlier than VTSMX: MRGAX (30 years) vs VTSMX (34 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 : 13.79 vs. MRGAX (2.62). VTSMX return over 5 years is better than : 84.86 vs. MRGAX (47.68).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years34 years-
Gain YTD10.03213.01277%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.61B2.02T0%
Annual Yield % from dividends0.451.0444%
Returns for 1 year2.6213.7919%
Returns for 3 years47.5976.0263%
Returns for 5 years47.6884.8656%
Returns for 10 years109.47225.1049%
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