MRGHX
Price
$50.45
Change
+$0.04 (+0.08%)
Updated
Dec 26 closing price
Net Assets
6.59B
VFIAX
Price
$639.57
Change
-$0.13 (-0.02%)
Updated
Dec 26 closing price
Net Assets
1.48T
Interact to see
Advertisement

MRGHX vs VFIAX

Header iconMRGHX vs VFIAX Comparison
Open Charts MRGHX vs VFIAXBanner chart's image
MFS Core Equity R3
Price$50.45
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets6.59B
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
MRGHX vs VFIAX Comparison Chart in %
View a ticker or compare two or three
VS
MRGHX vs. VFIAX commentary
Dec 28, 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 MRGHX is a StrongBuy and VFIAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MRGHX (6.59B). VFIAX pays higher dividends than MRGHX: VFIAX (1.11) vs MRGHX (0.42). MRGHX was incepted earlier than VFIAX: MRGHX (21 years) vs VFIAX (25 years). MRGHX (0.90) is less costly to investors than VFIAX (0.04). MRGHX is a more actively managed with annual turnover of: 43.00 vs. VFIAX (2.00). MRGHX has a lower initial minimum investment than VFIAX: MRGHX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.85 vs. MRGHX (-2.06). VFIAX return over 5 years is better than : 87.47 vs. MRGHX (27.44).
MRGHXVFIAXMRGHX / VFIAX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence21 years25 years-
Gain YTD0.11917.8791%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.48T0%
Annual Yield % from dividends0.421.1138%
Returns for 1 year-2.0614.85-14%
Returns for 3 years35.2781.3543%
Returns for 5 years27.4487.4731%
Returns for 10 years109.07234.2847%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CHDN114.510.49
+0.43%
Churchill Downs
STRRP9.34N/A
N/A
Star Equity Holdings Inc
AUNA4.60-0.05
-1.08%
Auna SA
TSHA5.83-0.08
-1.35%
Taysha Gene Therapies
STKE1.69-0.10
-5.59%
Sol Strategies Inc