MRGBX
Price
$45.59
Change
-$0.74 (-1.60%)
Updated
Nov 13 closing price
Net Assets
6.69B
VTSMX
Price
$160.55
Change
-$2.87 (-1.76%)
Updated
Nov 13 closing price
Net Assets
2.05T
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MRGBX vs VTSMX

Header iconMRGBX vs VTSMX Comparison
Open Charts MRGBX vs VTSMXBanner chart's image
MFS Core Equity B
Price$45.59
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets6.69B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MRGBX vs VTSMX Comparison Chart in %
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MRGBX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MRGBX (6.69B). VTSMX pays higher dividends than MRGBX: VTSMX (1.02) vs MRGBX (0.00). MRGBX was incepted earlier than VTSMX: MRGBX (29 years) vs VTSMX (34 years). MRGBX (1.65) is less costly to investors than VTSMX (0.14). MRGBX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). MRGBX has a lower initial minimum investment than VTSMX: MRGBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MRGBX (-0.49). VTSMX return over 5 years is better than : 83.98 vs. MRGBX (36.30).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years34 years-
Gain YTD11.61215.97273%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B2.05T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-0.4913.42-4%
Returns for 3 years35.0068.2251%
Returns for 5 years36.3083.9843%
Returns for 10 years88.36235.4038%
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