MRGHX
Price
$54.40
Change
+$0.26 (+0.48%)
Updated
Jul 25 closing price
Net Assets
6.71B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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MRGHX vs VSMPX

Header iconMRGHX vs VSMPX Comparison
Open Charts MRGHX vs VSMPXBanner chart's image
MFS Core Equity R3
Price$54.40
Change+$0.26 (+0.48%)
VolumeN/A
Net Assets6.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
MRGHX vs VSMPX Comparison Chart in %
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VS
MRGHX vs. VSMPX commentary
Jul 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MRGHX (6.71B). VSMPX pays higher dividends than MRGHX: VSMPX (1.22) vs MRGHX (0.45). MRGHX was incepted earlier than VSMPX: MRGHX (20 years) vs VSMPX (10 years). MRGHX (0.90) is less costly to investors than VSMPX (0.02). MRGHX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGHX has a lower initial minimum investment than VSMPX: MRGHX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. MRGHX (8.62). VSMPX return over 5 years is better than : 93.61 vs. MRGHX (58.27).
MRGHXVSMPXMRGHX / VSMPX
Total Expense Ratio0.890.024,450%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence20 years10 years-
Gain YTD7.9588.29896%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.71B1.91T0%
Annual Yield % from dividends0.451.2237%
Returns for 1 year8.6217.7649%
Returns for 3 years39.3260.6765%
Returns for 5 years58.2793.6162%
Returns for 10 years98.73192.0951%
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