MRGBX
Price
$42.72
Change
-$4.17 (-8.89%)
Updated
Dec 17 closing price
VFINX
Price
$559.88
Change
-$2.16 (-0.38%)
Updated
Dec 17 closing price
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MRGBX vs VFINX

Header iconMRGBX vs VFINX Comparison
Open Charts MRGBX vs VFINXBanner chart's image
MFS Core Equity B
Price$42.72
Change-$4.17 (-8.89%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$559.88
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
MRGBX vs VFINX Comparison Chart
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MRGBX vs. VFINX 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 VFINX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MRGBX (7.01B). VFINX pays higher dividends than MRGBX: VFINX (1.24) vs MRGBX (0.15). MRGBX was incepted earlier than VFINX: MRGBX (28 years) vs VFINX (48 years). MRGBX is a more actively managed with annual turnover of: 35.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MRGBX: VFINX (0) vs MRGBX (1000). VFINX annual gain was more profitable for investors over the last year : 27.63 vs. MRGBX (13.38). VFINX return over 5 years is better than : 88.65 vs. MRGBX (41.85).
MRGBXVFINXMRGBX / VFINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years48 years-
Gain YTD12.45127.27546%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.01B1.37T1%
Annual Yield % from dividends0.151.2412%
Returns for 1 year13.3827.6348%
Returns for 3 years9.1730.9930%
Returns for 5 years41.8588.6547%
Returns for 10 years69.42193.6236%
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