MRGBX
Price
$45.40
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
6.61B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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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$45.40
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets6.61B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MRGBX vs VTSMX Comparison Chart in %
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MRGBX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. MRGBX (6.61B). VTSMX pays higher dividends than MRGBX: VTSMX (1.04) 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 : 13.79 vs. MRGBX (0.35). VTSMX return over 5 years is better than : 84.86 vs. MRGBX (37.36).
MRGBXVTSMXMRGBX / VTSMX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.650.141,179%
Fund Existence29 years34 years-
Gain YTD9.37113.01272%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets6.61B2.02T0%
Annual Yield % from dividends0.001.04-
Returns for 1 year0.3513.793%
Returns for 3 years41.2976.0254%
Returns for 5 years37.3684.8644%
Returns for 10 years82.87225.1037%
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