MRGRX
Price
$55.44
Change
-$0.77 (-1.37%)
Updated
Jun 13 closing price
Net Assets
6.39B
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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MRGRX vs VSMPX

Header iconMRGRX vs VSMPX Comparison
Open Charts MRGRX vs VSMPXBanner chart's image
MFS Core Equity I
Price$55.44
Change-$0.77 (-1.37%)
VolumeN/A
Net Assets6.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MRGRX vs VSMPX Comparison Chart
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VS
MRGRX vs. VSMPX commentary
Jun 16, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MRGRX (6.39B). VSMPX pays higher dividends than MRGRX: VSMPX (1.29) vs MRGRX (0.64). MRGRX was incepted earlier than VSMPX: MRGRX (28 years) vs VSMPX (10 years). MRGRX (0.65) is less costly to investors than VSMPX (0.02). MRGRX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGRX has a lower initial minimum investment than VSMPX: MRGRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. MRGRX (2.17). VSMPX return over 5 years is better than : 91.46 vs. MRGRX (60.47).
MRGRXVSMPXMRGRX / VSMPX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence28 years10 years-
Gain YTD1.3901.374101%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B1.82T0%
Annual Yield % from dividends0.641.2950%
Returns for 1 year2.1710.0822%
Returns for 3 years39.4557.6668%
Returns for 5 years60.4791.4666%
Returns for 10 years92.66170.6754%
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