FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
MRGAX
Price
$50.45
Change
-$1.56 (-3.00%)
Updated
Dec 18 closing price
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FXAIX vs MRGAX

Header iconFXAIX vs MRGAX Comparison
Open Charts FXAIX vs MRGAXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
MFS Core Equity A
Price$50.45
Change-$1.56 (-3.00%)
VolumeN/A
CapitalizationN/A
FXAIX vs MRGAX Comparison Chart
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FXAIX vs. MRGAX commentary
Dec 19, 2024

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 StrongBuy and MRGAX is a Hold.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MRGAX (6.46B). FXAIX pays higher dividends than MRGAX: FXAIX (1.31) vs MRGAX (0.58). FXAIX was incepted earlier than MRGAX: FXAIX (14 years) vs MRGAX (29 years). MRGAX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MRGAX: FXAIX (0) vs MRGAX (1000). FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MRGAX (15.96). FXAIX return over 5 years is better than : 104.23 vs. MRGAX (52.54).
FXAIXMRGAXFXAIX / MRGAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years29 years-
Gain YTD28.55014.987191%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets632B6.46B9,786%
Annual Yield % from dividends1.310.58227%
Returns for 1 year29.4015.96184%
Returns for 3 years37.1414.04265%
Returns for 5 years104.2352.54198%
Returns for 10 years217.9194.14231%
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