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MRGBX
Price
$45.53
Change
-$0.74 (-1.60%)
Updated
Nov 15 closing price
VTSMX
Price
$141.25
Change
-$1.87 (-1.31%)
Updated
Nov 15 closing price
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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$45.53
Change-$0.74 (-1.60%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
MRGBX vs VTSMX Comparison Chart
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VS
MRGBX vs. VTSMX commentary
Nov 18, 2024

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 StrongBuy and VTSMX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. MRGBX (6.84B). VTSMX pays higher dividends than MRGBX: VTSMX (1.26) vs MRGBX (0.15). MRGBX was incepted earlier than VTSMX: MRGBX (28 years) vs VTSMX (33 years). MRGBX is a more actively managed with annual turnover of: 35.00 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 : 30.52 vs. MRGBX (24.86). VTSMX return over 5 years is better than : 83.72 vs. MRGBX (54.09).
MRGBXVTSMXMRGBX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years33 years-
Gain YTD19.84722.39289%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.84B1.73T0%
Annual Yield % from dividends0.151.2612%
Returns for 1 year24.8630.5281%
Returns for 3 years4.0819.9121%
Returns for 5 years54.0983.7265%
Returns for 10 years68.05186.0737%
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