MRGBX
Price
$46.01
Change
+$0.09 (+0.20%)
Updated
Oct 3 closing price
Net Assets
6.74B
VTSMX
Price
$160.59
Change
+$0.10 (+0.06%)
Updated
Oct 3 closing price
Net Assets
1.95T
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MRGBX vs VTSMX

Header iconMRGBX vs VTSMX Comparison
Open Charts MRGBX vs VTSMXBanner chart's image
MFS Core Equity B
Price$46.01
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets6.74B
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
MRGBX vs VTSMX Comparison Chart in %
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MRGBX vs. VTSMX commentary
Oct 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MRGBX (6.74B). VTSMX pays higher dividends than MRGBX: VTSMX (1.04) vs MRGBX (0.00). MRGBX was incepted earlier than VTSMX: MRGBX (29 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 : 17.93 vs. MRGBX (4.62). VTSMX return over 5 years is better than : 94.50 vs. MRGBX (44.39).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years33 years-
Gain YTD10.84113.96378%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.74B1.95T0%
Annual Yield % from dividends0.001.04-
Returns for 1 year4.6217.9326%
Returns for 3 years40.2274.1454%
Returns for 5 years44.3994.5047%
Returns for 10 years88.59236.1738%
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