MRGBX
Price
$45.16
Change
-$0.03 (-0.07%)
Updated
Sep 5 closing price
Net Assets
6.73B
VTSAX
Price
$155.55
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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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$45.16
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets6.73B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
MRGBX vs VTSAX Comparison Chart in %
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MRGBX vs. VTSAX commentary
Sep 06, 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: 1.95T vs. MRGBX (6.73B). VTSAX pays higher dividends than MRGBX: VTSAX (1.16) 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 : 18.27 vs. MRGBX (5.96). VTSAX return over 5 years is better than : 85.33 vs. MRGBX (38.98).
MRGBXVTSAXMRGBX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence29 years25 years-
Gain YTD8.79310.56683%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B1.95T0%
Annual Yield % from dividends0.001.16-
Returns for 1 year5.9618.2733%
Returns for 3 years35.0863.9955%
Returns for 5 years38.9885.3346%
Returns for 10 years83.53225.5537%
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