MRGCX
Price
$44.60
Change
-$0.73 (-1.61%)
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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MRGCX vs VTSMX

Header iconMRGCX vs VTSMX Comparison
Open Charts MRGCX vs VTSMXBanner chart's image
MFS Core Equity C
Price$44.60
Change-$0.73 (-1.61%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MRGCX vs VTSMX Comparison Chart in %
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MRGCX 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 MRGCX is a Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGCX (6.69B). VTSMX pays higher dividends than MRGCX: VTSMX (1.02) vs MRGCX (0.00). MRGCX was incepted earlier than VTSMX: MRGCX (29 years) vs VTSMX (34 years). MRGCX (1.65) is less costly to investors than VTSMX (0.14). MRGCX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGCX has a lower initial minimum investment than VTSMX: MRGCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MRGCX (-0.68). VTSMX return over 5 years is better than : 83.98 vs. MRGCX (35.65).
MRGCXVTSMXMRGCX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years34 years-
Gain YTD11.59515.97273%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B2.05T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-0.6813.42-5%
Returns for 3 years34.6168.2251%
Returns for 5 years35.6583.9842%
Returns for 10 years86.73235.4037%
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