FXAIX
Price
$240.65
Change
-$1.29 (-0.53%)
Updated
Jan 14 closing price
Net Assets
740.02B
MRERX
Price
$48.74
Change
-$0.31 (-0.63%)
Updated
Jan 14 closing price
Net Assets
6.56B
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FXAIX vs MRERX

Header iconFXAIX vs MRERX Comparison
Open Charts FXAIX vs MRERXBanner chart's image
Fidelity 500 Index
Price$240.65
Change-$1.29 (-0.53%)
VolumeN/A
Net Assets740.02B
MFS Core Equity R2
Price$48.74
Change-$0.31 (-0.63%)
VolumeN/A
Net Assets6.56B
FXAIX vs MRERX Comparison Chart in %
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FXAIX vs. MRERX commentary
Jan 15, 2026

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 MRERX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 740B vs. MRERX (6.56B). FXAIX pays higher dividends than MRERX: FXAIX (1.11) vs MRERX (0.17). FXAIX was incepted earlier than MRERX: FXAIX (15 years) vs MRERX (22 years). MRERX (1.15) is less costly to investors than FXAIX (0.01). MRERX is a more actively managed with annual turnover of: 43.00 vs. FXAIX (3.00). FXAIX (0) and MRERX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 20.68 vs. MRERX (-0.20). FXAIX return over 5 years is better than : 98.73 vs. MRERX (23.49).
FXAIXMRERXFXAIX / MRERX
Total Expense Ratio0.011.141%
Annual Report Gross Expense Ratio0.011.151%
Fund Existence15 years22 years-
Gain YTD1.7751.373129%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets740B6.56B11,282%
Annual Yield % from dividends1.110.17670%
Returns for 1 year20.68-0.20-10,253%
Returns for 3 years81.6827.91293%
Returns for 5 years98.7323.49420%
Returns for 10 years310.44123.83251%
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