FXAIX
Price
$226.08
Change
+$0.48 (+0.21%)
Updated
Sep 8 closing price
Net Assets
696.27B
MRGKX
Price
$60.34
Change
+$0.17 (+0.28%)
Updated
Sep 8 closing price
Net Assets
6.72B
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FXAIX vs MRGKX

Header iconFXAIX vs MRGKX Comparison
Open Charts FXAIX vs MRGKXBanner chart's image
Fidelity 500 Index
Price$226.08
Change+$0.48 (+0.21%)
VolumeN/A
Net Assets696.27B
MFS Core Equity R6
Price$60.34
Change+$0.17 (+0.28%)
VolumeN/A
Net Assets6.72B
FXAIX vs MRGKX Comparison Chart in %
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FXAIX vs. MRGKX commentary
Sep 09, 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: 696B vs. MRGKX (6.72B). FXAIX pays higher dividends than MRGKX: FXAIX (1.16) vs MRGKX (0.68). 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 : 21.40 vs. MRGKX (11.12). FXAIX return over 5 years is better than : 105.35 vs. MRGKX (55.11).
FXAIXMRGKXFXAIX / MRGKX
Total Expense Ratio0.010.563%
Annual Report Gross Expense Ratio0.010.573%
Fund Existence14 years13 years-
Gain YTD11.1709.605116%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets696B6.72B10,357%
Annual Yield % from dividends1.160.68171%
Returns for 1 year21.4011.12193%
Returns for 3 years66.5437.67177%
Returns for 5 years105.3555.11191%
Returns for 10 years262.41123.37213%
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