FXAIX
Price
$207.34
Change
+$1.51 (+0.73%)
Updated
Dec 23 closing price
MRGRX
Price
$55.41
Change
+$0.27 (+0.49%)
Updated
Dec 23 closing price
Ad is loading...

FXAIX vs MRGRX

Header iconFXAIX vs MRGRX Comparison
Open Charts FXAIX vs MRGRXBanner chart's image
Fidelity 500 Index
Price$207.34
Change+$1.51 (+0.73%)
VolumeN/A
CapitalizationN/A
MFS Core Equity I
Price$55.41
Change+$0.27 (+0.49%)
VolumeN/A
CapitalizationN/A
FXAIX vs MRGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FXAIX vs. MRGRX commentary
Dec 24, 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 MRGRX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MRGRX (6.77B). FXAIX pays higher dividends than MRGRX: FXAIX (1.31) vs MRGRX (0.66). FXAIX was incepted earlier than MRGRX: FXAIX (14 years) vs MRGRX (28 years). MRGRX is a more actively managed with annual turnover of: 35.00 vs. FXAIX (3.00). FXAIX (0) and MRGRX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.38 vs. MRGRX (14.51). FXAIX return over 5 years is better than : 100.53 vs. MRGRX (53.85).
FXAIXMRGRXFXAIX / MRGRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years28 years-
Gain YTD26.94314.139191%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets632B6.77B9,341%
Annual Yield % from dividends1.310.66199%
Returns for 1 year27.3814.51189%
Returns for 3 years32.3812.15267%
Returns for 5 years100.5353.85187%
Returns for 10 years211.1499.54212%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RAFGX44.530.37
+0.84%
American Funds AMCAP R6
CHRSX20.040.14
+0.70%
Invesco Charter S
FREAX14.700.05
+0.34%
Nuveen Real Estate Securities A
RMDCX2.96N/A
N/A
Virtus Silvant Mid-Cap Growth C
AFMCX13.96-0.03
-0.21%
Acuitas US Microcap Institutional