MRGBX
Price
$46.33
Change
+$0.04 (+0.09%)
Updated
Nov 12 closing price
Net Assets
6.69B
VSMPX
Price
$306.69
Change
+$0.17 (+0.06%)
Updated
Nov 12 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$46.33
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.69
Change+$0.17 (+0.06%)
VolumeN/A
Net Assets2.05T
MRGBX vs VSMPX Comparison Chart in %
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VS
MRGBX vs. VSMPX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. MRGBX (6.69B). 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 : 13.44 vs. MRGBX (-0.49). VSMPX return over 5 years is better than : 84.08 vs. MRGBX (36.30).
MRGBXVSMPXMRGBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.650.028,250%
Fund Existence29 years11 years-
Gain YTD11.61215.99473%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B2.05T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-0.4913.44-4%
Returns for 3 years35.0068.3051%
Returns for 5 years36.3084.0843%
Returns for 10 years88.36225.4839%
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