MRGBX
Price
$44.64
Change
-$0.16 (-0.36%)
Updated
Aug 15 closing price
Net Assets
6.7B
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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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$44.64
Change-$0.16 (-0.36%)
VolumeN/A
Net Assets6.7B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MRGBX vs VTSMX Comparison Chart in %
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MRGBX vs. VTSMX commentary
Aug 17, 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 StrongBuy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MRGBX (6.7B). VTSMX pays higher dividends than MRGBX: VTSMX (1.09) 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 : 16.52 vs. MRGBX (3.96). VTSMX return over 5 years is better than : 86.32 vs. MRGBX (39.96).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years33 years-
Gain YTD7.5409.55779%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.7B1.91T0%
Annual Yield % from dividends0.001.09-
Returns for 1 year3.9616.5224%
Returns for 3 years21.2547.1945%
Returns for 5 years39.9686.3246%
Returns for 10 years70.68203.3435%
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