MRGRX
Price
$58.21
Change
+$0.52 (+0.90%)
Updated
Jul 3 closing price
Net Assets
6.67B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

MRGRX vs VTSMX

Header iconMRGRX vs VTSMX Comparison
Open Charts MRGRX vs VTSMXBanner chart's image
MFS Core Equity I
Price$58.21
Change+$0.52 (+0.90%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MRGRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MRGRX vs. VTSMX commentary
Jul 06, 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MRGRX (6.67B). VTSMX pays higher dividends than MRGRX: VTSMX (1.12) vs MRGRX (0.62). MRGRX was incepted earlier than VTSMX: MRGRX (29 years) vs VTSMX (33 years). MRGRX (0.65) is less costly to investors than VTSMX (0.14). MRGRX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGRX has a lower initial minimum investment than VTSMX: MRGRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. MRGRX (5.92). VTSMX return over 5 years is better than : 95.59 vs. MRGRX (63.66).
MRGRXVTSMXMRGRX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence29 years33 years-
Gain YTD6.4566.421101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.82T0%
Annual Yield % from dividends0.621.1255%
Returns for 1 year5.9213.8943%
Returns for 3 years42.5162.0868%
Returns for 5 years63.6695.5967%
Returns for 10 years104.37198.0553%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
FLNC8.410.93
+12.43%
Fluence Energy
VIVS1.570.04
+2.61%
VivoSim Lab Inc
CCRD28.880.08
+0.28%
CoreCard Corp
CLDT7.270.01
+0.14%
Chatham Lodging Trust
ALLE148.110.16
+0.11%
Allegion Public Limited