MRGBX
Price
$37.61
Change
+$0.60 (+1.62%)
Updated
Apr 11 closing price
Net Assets
5.76B
VFINX
Price
$495.11
Change
+$8.81 (+1.81%)
Updated
Apr 11 closing price
Net Assets
1.32T
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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$37.61
Change+$0.60 (+1.62%)
VolumeN/A
Net Assets5.76B
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
MRGBX vs VFINX Comparison Chart
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MRGBX vs. VFINX 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 VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MRGBX (5.76B). VFINX pays higher dividends than MRGBX: VFINX (1.24) vs MRGBX (0.00). MRGBX was incepted earlier than VFINX: MRGBX (28 years) vs VFINX (49 years). MRGBX (1.65) is less costly to investors than VFINX (0.14). MRGBX is a more actively managed with annual turnover of: 30.00 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 : 1.37 vs. MRGBX (-10.47). VFINX return over 5 years is better than : 88.91 vs. MRGBX (40.33).
MRGBXVFINXMRGBX / VFINX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence28 years49 years-
Gain YTD-10.841-10.404104%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.76B1.32T0%
Annual Yield % from dividends0.001.24-
Returns for 1 year-10.471.37-766%
Returns for 3 years0.3419.882%
Returns for 5 years40.3388.9145%
Returns for 10 years41.45151.7827%
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