MRGBX
Price
$42.72
Change
-$4.17 (-8.89%)
Updated
Dec 17 closing price
VFIAX
Price
$559.90
Change
-$2.16 (-0.38%)
Updated
Dec 17 closing price
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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$42.72
Change-$4.17 (-8.89%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
MRGBX vs VFIAX Comparison Chart
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MRGBX vs. VFIAX commentary
Dec 18, 2024

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 Hold and VFIAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MRGBX (7.01B). VFIAX pays higher dividends than MRGBX: VFIAX (1.32) vs MRGBX (0.15). MRGBX was incepted earlier than VFIAX: MRGBX (28 years) vs VFIAX (24 years). MRGBX is a more actively managed with annual turnover of: 35.00 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 : 27.64 vs. MRGBX (13.38). VFIAX return over 5 years is better than : 88.64 vs. MRGBX (41.85).
MRGBXVFIAXMRGBX / VFIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD12.45127.30346%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets7.01B1.37T1%
Annual Yield % from dividends0.151.3212%
Returns for 1 year13.3827.6448%
Returns for 3 years9.1730.9930%
Returns for 5 years41.8588.6447%
Returns for 10 years69.42193.6636%
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