FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
MRGKX
Price
$54.76
Change
-$1.69 (-2.99%)
Updated
Dec 18 closing price
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FXAIX vs MRGKX

Header iconFXAIX vs MRGKX Comparison
Open Charts FXAIX vs MRGKXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
MFS Core Equity R6
Price$54.76
Change-$1.69 (-2.99%)
VolumeN/A
CapitalizationN/A
FXAIX vs MRGKX Comparison Chart
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FXAIX vs. MRGKX 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 MRGKX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MRGKX (6.46B). FXAIX pays higher dividends than MRGKX: FXAIX (1.31) vs MRGKX (0.71). FXAIX was incepted earlier than MRGKX: FXAIX (14 years) vs MRGKX (12 years). MRGKX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (3.00). FXAIX (0) and MRGKX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MRGKX (16.98). FXAIX return over 5 years is better than : 104.23 vs. MRGKX (56.87).
FXAIXMRGKXFXAIX / MRGKX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years12 years-
Gain YTD28.55015.981179%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets632B6.46B9,786%
Annual Yield % from dividends1.310.71186%
Returns for 1 year29.4016.98173%
Returns for 3 years37.1415.88234%
Returns for 5 years104.2356.87183%
Returns for 10 years217.91104.95208%
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