FXAIX
Price
$208.30
Change
+$2.07 (+1.00%)
Updated
Jan 17 closing price
Net Assets
619.45B
MRGJX
Price
$52.79
Change
+$0.47 (+0.90%)
Updated
Jan 17 closing price
Net Assets
6.88B
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FXAIX vs MRGJX

Header iconFXAIX vs MRGJX Comparison
Open Charts FXAIX vs MRGJXBanner chart's image
Fidelity 500 Index
Price$208.30
Change+$2.07 (+1.00%)
VolumeN/A
Net Assets619.45B
MFS Core Equity R4
Price$52.79
Change+$0.47 (+0.90%)
VolumeN/A
Net Assets6.88B
FXAIX vs MRGJX Comparison Chart
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FXAIX vs. MRGJX 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 MRGJX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MRGJX (6.88B). 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 : 27.15 vs. MRGJX (15.59). FXAIX return over 5 years is better than : 94.81 vs. MRGJX (49.14).
FXAIXMRGJXFXAIX / MRGJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years20 years-
Gain YTD2.0132.98567%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets619B6.88B8,993%
Annual Yield % from dividends1.310.70187%
Returns for 1 year27.1515.59174%
Returns for 3 years37.2217.89208%
Returns for 5 years94.8149.14193%
Returns for 10 years222.48108.32205%
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