MRGBX
Price
$46.36
Change
+$0.18 (+0.39%)
Updated
Dec 3 closing price
Net Assets
6.65B
VSMPX
Price
$307.36
Change
+$1.29 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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MRGBX vs VSMPX

Header iconMRGBX vs VSMPX Comparison
Open Charts MRGBX vs VSMPXBanner chart's image
MFS Core Equity B
Price$46.36
Change+$0.18 (+0.39%)
VolumeN/A
Net Assets6.65B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
MRGBX vs VSMPX Comparison Chart in %
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VS
MRGBX vs. VSMPX commentary
Dec 04, 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 Buy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. MRGBX (6.66B). VSMPX pays higher dividends than MRGBX: VSMPX (1.12) vs MRGBX (0.00). MRGBX was incepted earlier than VSMPX: MRGBX (29 years) vs VSMPX (11 years). MRGBX (1.65) is less costly to investors than VSMPX (0.02). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). MRGBX has a lower initial minimum investment than VSMPX: MRGBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.45 vs. MRGBX (-2.12). VSMPX return over 5 years is better than : 77.28 vs. MRGBX (32.76).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence29 years11 years-
Gain YTD11.00915.52171%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.66B2.05T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-2.1211.45-19%
Returns for 3 years31.7464.4949%
Returns for 5 years32.7677.2842%
Returns for 10 years81.09213.4438%
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