MRGBX
Price
$44.64
Change
-$0.16 (-0.36%)
Updated
Aug 15 closing price
Net Assets
6.7B
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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MRGBX vs VSMPX

Header iconMRGBX vs VSMPX Comparison
Open Charts MRGBX vs VSMPXBanner chart's image
MFS Core Equity B
Price$44.64
Change-$0.16 (-0.36%)
VolumeN/A
Net Assets6.7B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
MRGBX vs VSMPX Comparison Chart in %
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VS
MRGBX vs. VSMPX commentary
Aug 17, 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 StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MRGBX (6.7B). VSMPX pays higher dividends than MRGBX: VSMPX (1.20) vs MRGBX (0.00). MRGBX was incepted earlier than VSMPX: MRGBX (29 years) vs VSMPX (10 years). MRGBX (1.65) is less costly to investors than VSMPX (0.02). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGBX has a lower initial minimum investment than VSMPX: MRGBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.53 vs. MRGBX (3.96). VSMPX return over 5 years is better than : 86.39 vs. MRGBX (39.96).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence29 years10 years-
Gain YTD7.5409.57279%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.7B1.91T0%
Annual Yield % from dividends0.001.20-
Returns for 1 year3.9616.5324%
Returns for 3 years21.2547.2545%
Returns for 5 years39.9686.3946%
Returns for 10 years70.68194.3336%
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