FXAIX
Price
$208.30
Change
+$2.07 (+1.00%)
Updated
Jan 17 closing price
Net Assets
619.45B
MRERX
Price
$50.31
Change
+$0.44 (+0.88%)
Updated
Jan 17 closing price
Net Assets
6.88B
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FXAIX vs MRERX

Header iconFXAIX vs MRERX Comparison
Open Charts FXAIX vs MRERXBanner chart's image
Fidelity 500 Index
Price$208.30
Change+$2.07 (+1.00%)
VolumeN/A
Net Assets619.45B
MFS Core Equity R2
Price$50.31
Change+$0.44 (+0.88%)
VolumeN/A
Net Assets6.88B
FXAIX vs MRERX Comparison Chart
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FXAIX vs. MRERX commentary
Jan 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 FXAIX is a Hold and MRERX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MRERX (6.88B). FXAIX pays higher dividends than MRERX: FXAIX (1.31) vs MRERX (0.45). FXAIX was incepted earlier than MRERX: FXAIX (14 years) vs MRERX (21 years). MRERX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (3.00). FXAIX (0) and MRERX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. MRERX (14.62). FXAIX return over 5 years is better than : 94.81 vs. MRERX (44.30).
FXAIXMRERXFXAIX / MRERX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years21 years-
Gain YTD2.0132.94768%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets619B6.88B8,993%
Annual Yield % from dividends1.310.45291%
Returns for 1 year27.1514.62186%
Returns for 3 years37.2215.55239%
Returns for 5 years94.8144.30214%
Returns for 10 years222.4894.90234%
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