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MRGBX
Price
$45.53
Change
-$0.74 (-1.60%)
Updated
Nov 15 closing price
VTSAX
Price
$141.29
Change
-$1.87 (-1.31%)
Updated
Nov 15 closing price
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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$45.53
Change-$0.74 (-1.60%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
MRGBX vs VTSAX Comparison Chart
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VS
MRGBX vs. VTSAX 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 VTSAX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. MRGBX (6.84B). VTSAX pays higher dividends than MRGBX: VTSAX (1.35) vs MRGBX (0.15). MRGBX was incepted earlier than VTSAX: MRGBX (28 years) vs VTSAX (24 years). MRGBX is a more actively managed with annual turnover of: 35.00 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 : 30.54 vs. MRGBX (24.86). VTSAX return over 5 years is better than : 83.75 vs. MRGBX (54.09).
MRGBXVTSAXMRGBX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years24 years-
Gain YTD19.84722.42289%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.84B1.73T0%
Annual Yield % from dividends0.151.3511%
Returns for 1 year24.8630.5481%
Returns for 3 years4.0819.9221%
Returns for 5 years54.0983.7565%
Returns for 10 years68.05186.7436%
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