MRGBX
Price
$44.64
Change
-$0.16 (-0.36%)
Updated
Aug 15 closing price
Net Assets
6.7B
VTSAX
Price
$154.04
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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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$44.64
Change-$0.16 (-0.36%)
VolumeN/A
Net Assets6.7B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MRGBX vs VTSAX Comparison Chart in %
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MRGBX vs. VTSAX commentary
Aug 17, 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 StrongBuy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MRGBX (6.7B). VTSAX pays higher dividends than MRGBX: VTSAX (1.18) vs MRGBX (0.00). MRGBX was incepted earlier than VTSAX: MRGBX (29 years) vs VTSAX (25 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 : 16.53 vs. MRGBX (3.96). VTSAX return over 5 years is better than : 86.35 vs. MRGBX (39.96).
MRGBXVTSAXMRGBX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence29 years25 years-
Gain YTD7.5409.56679%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.7B1.91T0%
Annual Yield % from dividends0.001.18-
Returns for 1 year3.9616.5324%
Returns for 3 years21.2547.2145%
Returns for 5 years39.9686.3546%
Returns for 10 years70.68203.9835%
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