MRGBX
Price
$41.90
Change
-$0.58 (-1.37%)
Updated
Jun 13 closing price
Net Assets
6.48B
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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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$41.90
Change-$0.58 (-1.37%)
VolumeN/A
Net Assets6.48B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MRGBX vs VTSMX Comparison Chart
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MRGBX vs. VTSMX commentary
Jun 14, 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: 1.82T vs. MRGBX (6.48B). VTSMX pays higher dividends than MRGBX: VTSMX (1.18) 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 : 11.36 vs. MRGBX (-0.85). VTSMX return over 5 years is better than : 93.63 vs. MRGBX (44.89).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence28 years33 years-
Gain YTD0.9402.54837%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.48B1.82T0%
Annual Yield % from dividends0.001.18-
Returns for 1 year-0.8511.36-8%
Returns for 3 years30.8859.4652%
Returns for 5 years44.8993.6348%
Returns for 10 years59.41182.2233%
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