MRGBX
Price
$37.17
Change
+$0.10 (+0.27%)
Updated
Apr 17 closing price
Net Assets
5.76B
VTSAX
Price
$125.97
Change
+$0.29 (+0.23%)
Updated
Apr 17 closing price
Net Assets
1.7T
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MRGBX vs VTSAX

Header iconMRGBX vs VTSAX Comparison
Open Charts MRGBX vs VTSAXBanner 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 Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
MRGBX vs VTSAX Comparison Chart
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MRGBX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. MRGBX (5.76B). VTSAX pays higher dividends than MRGBX: VTSAX (1.35) vs MRGBX (0.00). MRGBX was incepted earlier than VTSAX: MRGBX (28 years) vs VTSAX (24 years). MRGBX (1.65) is less costly to investors than VTSAX (0.04). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGBX has a lower initial minimum investment than VTSAX: MRGBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 4.35 vs. MRGBX (-5.73). VTSAX return over 5 years is better than : 80.96 vs. MRGBX (38.89).
MRGBXVTSAXMRGBX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence28 years24 years-
Gain YTD-8.914-10.85682%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets5.76B1.7T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year-5.734.35-132%
Returns for 3 years2.4817.5414%
Returns for 5 years38.8980.9648%
Returns for 10 years45.68146.2031%
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