MRGBX
Price
$40.18
Change
+$0.03 (+0.07%)
Updated
Dec 26 closing price
Net Assets
6.59B
VFIAX
Price
$639.57
Change
-$0.13 (-0.02%)
Updated
Dec 26 closing price
Net Assets
1.48T
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MRGBX vs VFIAX

Header iconMRGBX vs VFIAX Comparison
Open Charts MRGBX vs VFIAXBanner chart's image
MFS Core Equity B
Price$40.18
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets6.59B
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
MRGBX vs VFIAX Comparison Chart in %
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MRGBX vs. VFIAX commentary
Dec 28, 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 VFIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MRGBX (6.59B). VFIAX pays higher dividends than MRGBX: VFIAX (1.11) vs MRGBX (0.00). MRGBX was incepted earlier than VFIAX: MRGBX (29 years) vs VFIAX (25 years). MRGBX (1.65) is less costly to investors than VFIAX (0.04). MRGBX is a more actively managed with annual turnover of: 43.00 vs. VFIAX (2.00). MRGBX has a lower initial minimum investment than VFIAX: MRGBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.85 vs. MRGBX (-5.30). VFIAX return over 5 years is better than : 87.47 vs. MRGBX (15.33).
MRGBXVFIAXMRGBX / VFIAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence29 years25 years-
Gain YTD-3.20417.879-18%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.48T0%
Annual Yield % from dividends0.001.11-
Returns for 1 year-5.3014.85-36%
Returns for 3 years26.4581.3533%
Returns for 5 years15.3387.4718%
Returns for 10 years77.39234.2833%
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