MRGBX
Price
$43.97
Change
+$0.39 (+0.89%)
Updated
Jul 3 closing price
Net Assets
6.67B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MRGBX vs VTSAX

Header iconMRGBX vs VTSAX Comparison
Open Charts MRGBX vs VTSAXBanner chart's image
MFS Core Equity B
Price$43.97
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MRGBX vs VTSAX Comparison Chart in %
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MRGBX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MRGBX (6.67B). VTSAX pays higher dividends than MRGBX: VTSAX (1.21) vs MRGBX (0.00). MRGBX was incepted earlier than VTSAX: MRGBX (29 years) vs VTSAX (25 years). MRGBX (1.65) is less costly to investors than VTSAX (0.04). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). MRGBX has a lower initial minimum investment than VTSAX: MRGBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. MRGBX (2.78). VTSAX return over 5 years is better than : 95.62 vs. MRGBX (47.76).
MRGBXVTSAXMRGBX / VTSAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.650.044,125%
Fund Existence29 years25 years-
Gain YTD5.9266.41692%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.82T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year2.7813.8920%
Returns for 3 years33.7662.1254%
Returns for 5 years47.7695.6250%
Returns for 10 years69.15198.6935%
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