MRGBX
Price
$40.15
Change
-$0.07 (-0.17%)
Updated
May 9 closing price
Net Assets
6.21B
VSMPX
Price
$253.89
Change
-$0.15 (-0.06%)
Updated
May 9 closing price
Net Assets
1.72T
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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$40.15
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
MRGBX vs VSMPX Comparison Chart
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VS
MRGBX vs. VSMPX commentary
May 12, 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: 1.72T vs. MRGBX (6.21B). 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 : 7.97 vs. MRGBX (-3.02). VSMPX return over 5 years is better than : 89.26 vs. MRGBX (43.44).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence28 years10 years-
Gain YTD-3.276-4.01082%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.21B1.72T0%
Annual Yield % from dividends0.001.37-
Returns for 1 year-3.027.97-38%
Returns for 3 years19.4940.1349%
Returns for 5 years43.4489.2649%
Returns for 10 years54.22157.3834%
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