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MRGBX vs VTSMX
MRGBX vs VTSMX Comparison
Open Charts MRGBX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
MRGBX vs VTSMX Comparison Chart
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MRGBX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MRGBX (5.76B). VTSMX pays higher dividends than MRGBX: VTSMX (1.25) vs MRGBX (0.00). MRGBX was incepted earlier than VTSMX: MRGBX (28 years) vs VTSMX (33 years). MRGBX (1.65) is less costly to investors than VTSMX (0.14). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGBX has a lower initial minimum investment than VTSMX: MRGBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. MRGBX (-5.73). VTSMX return over 5 years is better than : 80.93 vs. MRGBX (38.89).
| MRGBX | VTSMX | MRGBX / VTSMX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.65 | 0.14 | 1,179% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -8.914 | -10.853 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -5.73 | 4.35 | -132% |
| Returns for 3 years | 2.48 | 17.53 | 14% |
| Returns for 5 years | 38.89 | 80.93 | 48% |
| Returns for 10 years | 45.68 | 145.67 | 31% |
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