MRGBX
Price
$45.16
Change
-$0.03 (-0.07%)
Updated
Sep 5 closing price
Net Assets
6.73B
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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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$45.16
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets6.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
MRGBX vs VSMPX Comparison Chart in %
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VS
MRGBX vs. VSMPX commentary
Sep 06, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. MRGBX (6.73B). VSMPX pays higher dividends than MRGBX: VSMPX (1.17) 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 : 18.28 vs. MRGBX (5.96). VSMPX return over 5 years is better than : 85.39 vs. MRGBX (38.98).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence29 years10 years-
Gain YTD8.79310.57483%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B1.95T0%
Annual Yield % from dividends0.001.17-
Returns for 1 year5.9618.2833%
Returns for 3 years35.0864.0355%
Returns for 5 years38.9885.3946%
Returns for 10 years83.53215.1939%
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