MRGAX
Price
$51.20
Change
-$0.71 (-1.37%)
Updated
Jun 13 closing price
Net Assets
6.39B
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 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$51.20
Change-$0.71 (-1.37%)
VolumeN/A
Net Assets6.39B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MRGAX vs VTSMX Comparison Chart
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MRGAX vs. VTSMX commentary
Jun 16, 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 (6.39B). VTSMX pays higher dividends than MRGAX: VTSMX (1.18) vs MRGAX (0.50). MRGAX was incepted earlier than VTSMX: MRGAX (29 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 : 10.06 vs. MRGAX (1.39). VTSMX return over 5 years is better than : 91.36 vs. MRGAX (55.73).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence29 years33 years-
Gain YTD1.3061.34997%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B1.82T0%
Annual Yield % from dividends0.501.1842%
Returns for 1 year1.3910.0614%
Returns for 3 years36.7157.5964%
Returns for 5 years55.7391.3661%
Returns for 10 years82.60178.9246%
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