MRGBX
Price
$44.62
Change
+$0.21 (+0.47%)
Updated
Jul 25 closing price
Net Assets
6.68B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 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$44.62
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets6.68B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
MRGBX vs VSMPX Comparison Chart in %
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VS
MRGBX vs. VSMPX commentary
Jul 27, 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: 1.91T vs. MRGBX (6.68B). VSMPX pays higher dividends than MRGBX: VSMPX (1.22) 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 : 17.25 vs. MRGBX (6.21). VSMPX return over 5 years is better than : 92.76 vs. MRGBX (46.79).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence29 years10 years-
Gain YTD7.4927.82596%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.68B1.91T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year6.2117.2536%
Returns for 3 years32.9159.9755%
Returns for 5 years46.7992.7650%
Returns for 10 years71.45190.8137%
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