MRGRX
Price
$55.28
Change
+$0.03 (+0.05%)
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
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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$55.28
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets6.59B
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
MRGRX vs VFIAX Comparison Chart in %
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MRGRX 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 MRGRX is a StrongBuy and VFIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MRGRX (6.59B). VFIAX pays higher dividends than MRGRX: VFIAX (1.11) vs MRGRX (0.58). MRGRX was incepted earlier than VFIAX: MRGRX (29 years) vs VFIAX (25 years). MRGRX (0.65) 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 : 14.85 vs. MRGRX (-1.09). VFIAX return over 5 years is better than : 87.47 vs. MRGRX (31.79).
MRGRXVFIAXMRGRX / VFIAX
Total Expense Ratio0.640.041,600%
Annual Report Gross Expense Ratio0.650.041,625%
Fund Existence29 years25 years-
Gain YTD1.09717.8796%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.48T0%
Annual Yield % from dividends0.581.1152%
Returns for 1 year-1.0914.85-7%
Returns for 3 years38.2581.3547%
Returns for 5 years31.7987.4736%
Returns for 10 years119.94234.2851%
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