FXAIX
Price
$240.63
Change
-$0.05 (-0.02%)
Updated
Dec 26 closing price
Net Assets
738.56B
MRGBX
Price
$40.18
Change
+$0.03 (+0.07%)
Updated
Dec 26 closing price
Net Assets
6.59B
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FXAIX vs MRGBX

Header iconFXAIX vs MRGBX Comparison
Open Charts FXAIX vs MRGBXBanner chart's image
Fidelity 500 Index
Price$240.63
Change-$0.05 (-0.02%)
VolumeN/A
Net Assets738.56B
MFS Core Equity B
Price$40.18
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets6.59B
FXAIX vs MRGBX Comparison Chart in %
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FXAIX vs. MRGBX commentary
Dec 28, 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 Hold and MRGBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MRGBX (6.59B). FXAIX pays higher dividends than MRGBX: FXAIX (1.11) vs MRGBX (0.00). FXAIX was incepted earlier than MRGBX: FXAIX (15 years) vs MRGBX (29 years). MRGBX (1.65) 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 : 15.86 vs. MRGBX (-5.30). FXAIX return over 5 years is better than : 100.68 vs. MRGBX (15.33).
FXAIXMRGBXFXAIX / MRGBX
Total Expense Ratio0.011.641%
Annual Report Gross Expense Ratio0.011.651%
Fund Existence15 years29 years-
Gain YTD18.918-3.204-590%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets739B6.59B11,217%
Annual Yield % from dividends1.110.00-
Returns for 1 year15.86-5.30-299%
Returns for 3 years88.2926.45334%
Returns for 5 years100.6815.33657%
Returns for 10 years268.5177.39347%
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