MRGRX
Price
$60.57
Change
-$0.99 (-1.61%)
Updated
Nov 13 closing price
Net Assets
6.69B
VTSMX
Price
$160.55
Change
-$2.87 (-1.76%)
Updated
Nov 13 closing price
Net Assets
2.05T
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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$60.57
Change-$0.99 (-1.61%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MRGRX vs VTSMX Comparison Chart in %
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MRGRX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. MRGRX (6.69B). VTSMX pays higher dividends than MRGRX: VTSMX (1.02) vs MRGRX (0.58). MRGRX was incepted earlier than VTSMX: MRGRX (29 years) vs VTSMX (34 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 : 13.42 vs. MRGRX (0.83). VTSMX return over 5 years is better than : 83.98 vs. MRGRX (48.54).
MRGRXVTSMXMRGRX / VTSMX
Total Expense Ratio0.640.14457%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence29 years34 years-
Gain YTD10.77215.97267%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B2.05T0%
Annual Yield % from dividends0.581.0257%
Returns for 1 year0.8313.426%
Returns for 3 years42.9468.2263%
Returns for 5 years48.5483.9858%
Returns for 10 years121.00235.4051%
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