MRGAX
Price
$55.87
Change
-$0.91 (-1.60%)
Updated
Nov 13 closing price
Net Assets
6.69B
VTSMX
Price
$160.55
Change
-$2.87 (-1.76%)
Updated
Nov 13 closing price
Net Assets
2.05T
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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$55.87
Change-$0.91 (-1.60%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MRGAX vs VTSMX Comparison Chart in %
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MRGAX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGAX (6.69B). VTSMX pays higher dividends than MRGAX: VTSMX (1.02) 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 : 13.42 vs. MRGAX (0.05). VTSMX return over 5 years is better than : 83.98 vs. MRGAX (44.15).
MRGAXVTSMXMRGAX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence30 years34 years-
Gain YTD10.54615.97266%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B2.05T0%
Annual Yield % from dividends0.451.0244%
Returns for 1 year0.0513.420%
Returns for 3 years40.1268.2259%
Returns for 5 years44.1583.9853%
Returns for 10 years109.54235.4047%
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