MRGHX
Price
$54.40
Change
+$0.26 (+0.48%)
Updated
Jul 25 closing price
Net Assets
6.71B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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MRGHX vs VTSMX

Header iconMRGHX vs VTSMX Comparison
Open Charts MRGHX vs VTSMXBanner 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 I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
MRGHX vs VTSMX Comparison Chart in %
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MRGHX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MRGHX (6.71B). VTSMX pays higher dividends than MRGHX: VTSMX (1.12) vs MRGHX (0.45). MRGHX was incepted earlier than VTSMX: MRGHX (20 years) vs VTSMX (33 years). MRGHX (0.90) is less costly to investors than VTSMX (0.14). MRGHX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGHX has a lower initial minimum investment than VTSMX: MRGHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. MRGHX (8.62). VTSMX return over 5 years is better than : 93.51 vs. MRGHX (58.27).
MRGHXVTSMXMRGHX / VTSMX
Total Expense Ratio0.890.14636%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence20 years33 years-
Gain YTD7.9588.28796%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.71B1.91T0%
Annual Yield % from dividends0.451.1240%
Returns for 1 year8.6217.7549%
Returns for 3 years39.3260.6065%
Returns for 5 years58.2793.5162%
Returns for 10 years98.73200.9749%
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