FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
MRGJX
Price
$51.16
Change
-$1.58 (-3.00%)
Updated
Dec 18 closing price
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FXAIX vs MRGJX

Header iconFXAIX vs MRGJX Comparison
Open Charts FXAIX vs MRGJXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
MFS Core Equity R4
Price$51.16
Change-$1.58 (-3.00%)
VolumeN/A
CapitalizationN/A
FXAIX vs MRGJX Comparison Chart
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FXAIX vs. MRGJX 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 MRGJX is a Hold.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MRGJX (6.46B). FXAIX pays higher dividends than MRGJX: FXAIX (1.31) vs MRGJX (0.70). FXAIX was incepted earlier than MRGJX: FXAIX (14 years) vs MRGJX (20 years). MRGJX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (3.00). FXAIX (0) and MRGJX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MRGJX (16.36). FXAIX return over 5 years is better than : 104.23 vs. MRGJX (55.34).
FXAIXMRGJXFXAIX / MRGJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years20 years-
Gain YTD28.55015.352186%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets632B6.46B9,786%
Annual Yield % from dividends1.310.70187%
Returns for 1 year29.4016.36180%
Returns for 3 years37.1415.48240%
Returns for 5 years104.2355.34188%
Returns for 10 years217.91102.59212%
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