MRGAX
Price
$55.80
Change
+$0.34 (+0.61%)
Updated
Sep 26 closing price
Net Assets
6.7B
VTSMX
Price
$159.19
Change
+$1.00 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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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$55.80
Change+$0.34 (+0.61%)
VolumeN/A
Net Assets6.7B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX commentary
Sep 29, 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: 1.95T vs. MRGAX (6.7B). VTSMX pays higher dividends than MRGAX: VTSMX (1.07) vs MRGAX (0.46). 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 : 15.63 vs. MRGAX (5.16). VTSMX return over 5 years is better than : 96.53 vs. MRGAX (56.65).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years33 years-
Gain YTD10.40812.94980%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.7B1.95T0%
Annual Yield % from dividends0.461.0743%
Returns for 1 year5.1615.6333%
Returns for 3 years52.0480.2565%
Returns for 5 years56.6596.5359%
Returns for 10 years125.23249.9250%
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