MRGBX
Price
$41.81
Change
-$0.10 (-0.24%)
Updated
Jun 20 closing price
Net Assets
6.36B
VSMPX
Price
$268.05
Change
-$0.56 (-0.21%)
Updated
Jun 20 closing price
Net Assets
1.82T
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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$41.81
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets6.36B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.05
Change-$0.56 (-0.21%)
VolumeN/A
Net Assets1.82T
MRGBX vs VSMPX Comparison Chart in %
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VS
MRGBX vs. VSMPX commentary
Jun 23, 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: 1.82T vs. MRGBX (6.36B). VSMPX pays higher dividends than MRGBX: VSMPX (1.29) vs MRGBX (0.00). MRGBX was incepted earlier than VSMPX: MRGBX (28 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 : 9.39 vs. MRGBX (-1.67). VSMPX return over 5 years is better than : 87.57 vs. MRGBX (41.59).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence28 years10 years-
Gain YTD0.7231.34454%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.36B1.82T0%
Annual Yield % from dividends0.001.29-
Returns for 1 year-1.679.39-18%
Returns for 3 years29.7956.5253%
Returns for 5 years41.5987.5747%
Returns for 10 years56.81166.8434%
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