MRGBX
Price
$44.63
Change
-$0.01 (-0.02%)
Updated
Aug 18 closing price
Net Assets
6.67B
VTSMX
Price
$153.12
Change
-$0.93 (-0.60%)
Updated
Aug 19 closing price
Net Assets
1.91T
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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$44.63
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets6.67B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MRGBX vs VTSMX Comparison Chart in %
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MRGBX vs. VTSMX commentary
Aug 20, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MRGBX (6.67B). VTSMX pays higher dividends than MRGBX: VTSMX (1.09) vs MRGBX (0.00). MRGBX was incepted earlier than VTSMX: MRGBX (29 years) vs VTSMX (33 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 : 16.00 vs. MRGBX (3.79). VTSMX return over 5 years is better than : 85.57 vs. MRGBX (39.54).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years33 years-
Gain YTD7.5169.30281%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B1.91T0%
Annual Yield % from dividends0.001.09-
Returns for 1 year3.7916.0024%
Returns for 3 years23.5749.8947%
Returns for 5 years39.5485.5746%
Returns for 10 years81.37221.4537%
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