FXAIX
Price
$240.44
Change
+$6.47 (+2.77%)
Updated
Feb 3 closing price
Net Assets
752.97B
MRGBX
Price
$40.09
Change
-$5.78 (-12.60%)
Updated
Feb 3 closing price
Net Assets
6.49B
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FXAIX vs MRGBX

Header iconFXAIX vs MRGBX Comparison
Open Charts FXAIX vs MRGBXBanner chart's image
Fidelity 500 Index
Price$240.44
Change+$6.47 (+2.77%)
VolumeN/A
Net Assets752.97B
MFS Core Equity B
Price$40.09
Change-$5.78 (-12.60%)
VolumeN/A
Net Assets6.49B
FXAIX vs MRGBX Comparison Chart in %
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FXAIX vs. MRGBX commentary
Feb 04, 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 Buy and MRGBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MRGBX (6.49B). FXAIX pays higher dividends than MRGBX: FXAIX (1.10) vs MRGBX (0.00). FXAIX was incepted earlier than MRGBX: FXAIX (15 years) vs MRGBX (29 years). MRGBX (1.64) is less costly to investors than FXAIX (0.01). MRGBX is a more actively managed with annual turnover of: 43.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MRGBX: FXAIX (0) vs MRGBX (1000). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. MRGBX (-6.83). FXAIX return over 5 years is better than : 93.74 vs. MRGBX (10.82).
FXAIXMRGBXFXAIX / MRGBX
Total Expense Ratio0.011.631%
Annual Report Gross Expense Ratio0.011.641%
Fund Existence15 years29 years-
Gain YTD1.9981.008198%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets753B6.49B11,611%
Annual Yield % from dividends1.100.00-
Returns for 1 year17.83-6.83-261%
Returns for 3 years75.9417.15443%
Returns for 5 years93.7410.82866%
Returns for 10 years310.9796.96321%
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