MRGBX
Price
$40.18
Change
+$0.03 (+0.07%)
Updated
Dec 26 closing price
Net Assets
6.59B
VFINX
Price
$639.68
Change
-$0.14 (-0.02%)
Updated
Dec 26 closing price
Net Assets
1.48T
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MRGBX vs VFINX

Header iconMRGBX vs VFINX Comparison
Open Charts MRGBX vs VFINXBanner chart's image
MFS Core Equity B
Price$40.18
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets6.59B
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
MRGBX vs VFINX Comparison Chart in %
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MRGBX vs. VFINX 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 VFINX is a Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MRGBX (6.59B). VFINX pays higher dividends than MRGBX: VFINX (1.02) vs MRGBX (0.00). MRGBX was incepted earlier than VFINX: MRGBX (29 years) vs VFINX (49 years). MRGBX (1.65) is less costly to investors than VFINX (0.14). MRGBX is a more actively managed with annual turnover of: 43.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MRGBX: VFINX (0) vs MRGBX (1000). VFINX annual gain was more profitable for investors over the last year : 14.85 vs. MRGBX (-5.30). VFINX return over 5 years is better than : 87.47 vs. MRGBX (15.33).
MRGBXVFINXMRGBX / VFINX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years49 years-
Gain YTD-3.20417.878-18%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.59B1.48T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-5.3014.85-36%
Returns for 3 years26.4581.3333%
Returns for 5 years15.3387.4718%
Returns for 10 years77.39234.3033%
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