FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
MRGHX
Price
$50.29
Change
-$1.56 (-3.01%)
Updated
Dec 18 closing price
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FXAIX vs MRGHX

Header iconFXAIX vs MRGHX Comparison
Open Charts FXAIX vs MRGHXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
MFS Core Equity R3
Price$50.29
Change-$1.56 (-3.01%)
VolumeN/A
CapitalizationN/A
FXAIX vs MRGHX Comparison Chart
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FXAIX vs. MRGHX 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 MRGHX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MRGHX (6.46B). FXAIX pays higher dividends than MRGHX: FXAIX (1.31) vs MRGHX (0.57). FXAIX was incepted earlier than MRGHX: FXAIX (14 years) vs MRGHX (20 years). MRGHX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (3.00). FXAIX (0) and MRGHX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MRGHX (15.93). FXAIX return over 5 years is better than : 104.23 vs. MRGHX (52.98).
FXAIXMRGHXFXAIX / MRGHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years20 years-
Gain YTD28.55014.957191%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets632B6.46B9,786%
Annual Yield % from dividends1.310.57230%
Returns for 1 year29.4015.93185%
Returns for 3 years37.1414.39258%
Returns for 5 years104.2352.98197%
Returns for 10 years217.9196.42226%
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