MRGRX
Price
$55.22
Change
-$5.67 (-9.31%)
Updated
Feb 3 closing price
Net Assets
6.56B
VFIAX
Price
$639.05
Change
+$17.29 (+2.78%)
Updated
Feb 3 closing price
Net Assets
1.47T
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MRGRX vs VFIAX

Header iconMRGRX vs VFIAX Comparison
Open Charts MRGRX vs VFIAXBanner chart's image
MFS Core Equity I
Price$55.22
Change-$5.67 (-9.31%)
VolumeN/A
Net Assets6.56B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MRGRX vs VFIAX Comparison Chart in %
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MRGRX vs. VFIAX commentary
Feb 04, 2026

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 MRGRX is a StrongBuy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MRGRX (6.56B). VFIAX pays higher dividends than MRGRX: VFIAX (1.10) vs MRGRX (0.59). MRGRX was incepted earlier than VFIAX: MRGRX (29 years) vs VFIAX (25 years). MRGRX (0.64) is less costly to investors than VFIAX (0.04). MRGRX is a more actively managed with annual turnover of: 43.00 vs. VFIAX (2.00). MRGRX has a lower initial minimum investment than VFIAX: MRGRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. MRGRX (-2.10). VFIAX return over 5 years is better than : 78.94 vs. MRGRX (27.39).
MRGRXVFIAXMRGRX / VFIAX
Total Expense Ratio0.630.041,575%
Annual Report Gross Expense Ratio0.640.041,600%
Fund Existence29 years25 years-
Gain YTD1.0991.14196%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.56B1.48T0%
Annual Yield % from dividends0.591.1053%
Returns for 1 year-2.1015.49-14%
Returns for 3 years28.8267.5643%
Returns for 5 years27.3978.9435%
Returns for 10 years145.74268.6154%
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