MRGBX
Price
$37.61
Change
+$0.60 (+1.62%)
Updated
Apr 11 closing price
Net Assets
5.76B
VFIAX
Price
$495.03
Change
+$8.81 (+1.81%)
Updated
Apr 11 closing price
Net Assets
1.32T
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MRGBX vs VFIAX

Header iconMRGBX vs VFIAX Comparison
Open Charts MRGBX vs VFIAXBanner chart's image
MFS Core Equity B
Price$37.61
Change+$0.60 (+1.62%)
VolumeN/A
Net Assets5.76B
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
MRGBX vs VFIAX Comparison Chart
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MRGBX vs. VFIAX commentary
Apr 12, 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 MRGBX is a Buy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MRGBX (5.76B). VFIAX pays higher dividends than MRGBX: VFIAX (1.35) vs MRGBX (0.00). MRGBX was incepted earlier than VFIAX: MRGBX (28 years) vs VFIAX (24 years). MRGBX (1.65) is less costly to investors than VFIAX (0.04). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VFIAX (2.00). MRGBX has a lower initial minimum investment than VFIAX: MRGBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 1.37 vs. MRGBX (-10.47). VFIAX return over 5 years is better than : 88.91 vs. MRGBX (40.33).
MRGBXVFIAXMRGBX / VFIAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence28 years24 years-
Gain YTD-10.841-10.405104%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets5.76B1.32T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year-10.471.37-766%
Returns for 3 years0.3419.882%
Returns for 5 years40.3388.9145%
Returns for 10 years41.45151.7527%
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