FXAIX
Price
$233.28
Change
-$0.63 (-0.27%)
Updated
Oct 3 closing price
Net Assets
722.95B
MRGKX
Price
$61.32
Change
+$0.12 (+0.20%)
Updated
Oct 3 closing price
Net Assets
6.74B
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FXAIX vs MRGKX

Header iconFXAIX vs MRGKX Comparison
Open Charts FXAIX vs MRGKXBanner chart's image
Fidelity 500 Index
Price$233.28
Change-$0.63 (-0.27%)
VolumeN/A
Net Assets722.95B
MFS Core Equity R6
Price$61.32
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets6.74B
FXAIX vs MRGKX Comparison Chart in %
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FXAIX vs. MRGKX commentary
Oct 06, 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 Buy and MRGKX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. MRGKX (6.74B). FXAIX pays higher dividends than MRGKX: FXAIX (1.12) vs MRGKX (0.67). FXAIX was incepted earlier than MRGKX: FXAIX (14 years) vs MRGKX (13 years). MRGKX (0.57) is less costly to investors than FXAIX (0.01). MRGKX is a more actively managed with annual turnover of: 30.00 vs. FXAIX (2.00). FXAIX (0) and MRGKX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 19.36 vs. MRGKX (7.93). FXAIX return over 5 years is better than : 115.97 vs. MRGKX (59.68).
FXAIXMRGKXFXAIX / MRGKX
Total Expense Ratio0.010.563%
Annual Report Gross Expense Ratio0.010.573%
Fund Existence14 years13 years-
Gain YTD15.28511.755130%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets723B6.74B10,722%
Annual Yield % from dividends1.120.67168%
Returns for 1 year19.367.93244%
Returns for 3 years85.1148.87174%
Returns for 5 years115.9759.68194%
Returns for 10 years273.81128.08214%
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