MRGBX
Price
$40.15
Change
-$0.07 (-0.17%)
Updated
May 9 closing price
Net Assets
6.21B
VTSAX
Price
$135.32
Change
-$0.08 (-0.06%)
Updated
May 9 closing price
Net Assets
1.72T
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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$40.15
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
MRGBX vs VTSAX Comparison Chart
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MRGBX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MRGBX (6.21B). VTSAX pays higher dividends than MRGBX: VTSAX (1.36) vs MRGBX (0.00). MRGBX was incepted earlier than VTSAX: MRGBX (28 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 : 7.95 vs. MRGBX (-3.02). VTSAX return over 5 years is better than : 89.19 vs. MRGBX (43.44).
MRGBXVTSAXMRGBX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence28 years25 years-
Gain YTD-3.276-4.01882%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.21B1.72T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year-3.027.95-38%
Returns for 3 years19.4940.0949%
Returns for 5 years43.4489.1949%
Returns for 10 years54.22165.8433%
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