Ad is loading...
MRGBX
Price
$45.53
Change
-$0.74 (-1.60%)
Updated
Nov 15 closing price
VSMPX
Price
$265.08
Change
-$3.50 (-1.30%)
Updated
Nov 15 closing price
Ad is loading...

MRGBX vs VSMPX

Header iconMRGBX vs VSMPX Comparison
Open Charts MRGBX vs VSMPXBanner chart's image
MFS Core Equity B
Price$45.53
Change-$0.74 (-1.60%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
MRGBX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MRGBX vs. VSMPX commentary
Nov 18, 2024

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 StrongSell.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. MRGBX (6.84B). VSMPX pays higher dividends than MRGBX: VSMPX (1.36) vs MRGBX (0.15). MRGBX was incepted earlier than VSMPX: MRGBX (28 years) vs VSMPX (10 years). MRGBX is a more actively managed with annual turnover of: 35.00 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 : 30.55 vs. MRGBX (24.86). VSMPX return over 5 years is better than : 83.80 vs. MRGBX (54.09).
MRGBXVSMPXMRGBX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years10 years-
Gain YTD19.84722.43788%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.84B1.73T0%
Annual Yield % from dividends0.151.3611%
Returns for 1 year24.8630.5581%
Returns for 3 years4.0819.9520%
Returns for 5 years54.0983.8065%
Returns for 10 years68.05N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GGWPX14.000.11
+0.79%
Goldman Sachs Global Infras P
SMDLX23.39-0.09
-0.38%
ClearBridge Tactical Dividend Income C
RMFAX58.01-0.51
-0.87%
American Funds American Mutual R1
FDTCX35.66-0.51
-1.41%
Fidelity Advisor Diversified Stock C
CCWRX11.36-0.31
-2.66%
Columbia Select Large Cap Growth Inst3