MRGBX
Price
$44.96
Change
+$0.16 (+0.36%)
Updated
Nov 19 closing price
Net Assets
6.46B
VTSMX
Price
$158.28
Change
+$0.53 (+0.34%)
Updated
Nov 19 closing price
Net Assets
2.05T
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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$44.96
Change+$0.16 (+0.36%)
VolumeN/A
Net Assets6.46B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
MRGBX vs VTSMX Comparison Chart in %
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MRGBX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGBX (6.46B). VTSMX pays higher dividends than MRGBX: VTSMX (1.02) vs MRGBX (0.00). MRGBX was incepted earlier than VTSMX: MRGBX (29 years) vs VTSMX (34 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 : 10.79 vs. MRGBX (-1.79). VTSMX return over 5 years is better than : 77.62 vs. MRGBX (32.58).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years34 years-
Gain YTD8.31111.94870%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.46B2.05T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-1.7910.79-17%
Returns for 3 years31.9663.8350%
Returns for 5 years32.5877.6242%
Returns for 10 years76.69213.7736%
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