MRGRX
Price
$60.47
Change
+$0.37 (+0.62%)
Updated
Sep 26 closing price
Net Assets
6.66B
VTSMX
Price
$159.19
Change
+$1.00 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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MRGRX vs VTSMX

Header iconMRGRX vs VTSMX Comparison
Open Charts MRGRX vs VTSMXBanner chart's image
MFS Core Equity I
Price$60.47
Change+$0.37 (+0.62%)
VolumeN/A
Net Assets6.66B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
MRGRX vs VTSMX Comparison Chart in %
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MRGRX vs. VTSMX commentary
Sep 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 Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MRGRX (6.66B). VTSMX pays higher dividends than MRGRX: VTSMX (1.07) vs MRGRX (0.60). 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 : 15.63 vs. MRGRX (5.97). VTSMX return over 5 years is better than : 96.53 vs. MRGRX (61.41).
MRGRXVTSMXMRGRX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence29 years33 years-
Gain YTD10.58912.94982%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.66B1.95T0%
Annual Yield % from dividends0.601.0756%
Returns for 1 year5.9715.6338%
Returns for 3 years55.0880.2569%
Returns for 5 years61.4196.5364%
Returns for 10 years137.62249.9255%
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