MRGBX
Price
$37.17
Change
+$0.10 (+0.27%)
Updated
Apr 17 closing price
Net Assets
5.76B
VSMPX
Price
$236.35
Change
+$0.56 (+0.24%)
Updated
Apr 17 closing price
Net Assets
1.7T
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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$37.17
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets5.76B
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
MRGBX vs VSMPX Comparison Chart
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VS
MRGBX vs. VSMPX commentary
Apr 18, 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: 1.7T vs. MRGBX (5.76B). VSMPX pays higher dividends than MRGBX: VSMPX (1.37) 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 : 4.36 vs. MRGBX (-5.73). VSMPX return over 5 years is better than : 81.01 vs. MRGBX (38.89).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence28 years10 years-
Gain YTD-8.914-10.85382%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.76B1.7T0%
Annual Yield % from dividends0.001.37-
Returns for 1 year-5.734.36-131%
Returns for 3 years2.4817.5714%
Returns for 5 years38.8981.0148%
Returns for 10 years45.68N/A-
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