FXAIX
Price
$240.63
Change
-$0.05 (-0.02%)
Updated
Dec 26 closing price
Net Assets
738.56B
MRGCX
Price
$39.17
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
6.59B
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FXAIX vs MRGCX

Header iconFXAIX vs MRGCX Comparison
Open Charts FXAIX vs MRGCXBanner chart's image
Fidelity 500 Index
Price$240.63
Change-$0.05 (-0.02%)
VolumeN/A
Net Assets738.56B
MFS Core Equity C
Price$39.17
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.59B
FXAIX vs MRGCX Comparison Chart in %
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FXAIX vs. MRGCX commentary
Dec 27, 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 MRGCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MRGCX (6.59B). FXAIX pays higher dividends than MRGCX: FXAIX (1.11) vs MRGCX (0.00). FXAIX was incepted earlier than MRGCX: FXAIX (15 years) vs MRGCX (29 years). MRGCX (1.65) is less costly to investors than FXAIX (0.01). MRGCX is a more actively managed with annual turnover of: 43.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MRGCX: FXAIX (0) vs MRGCX (1000). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. MRGCX (-5.66). FXAIX return over 5 years is better than : 100.72 vs. MRGCX (14.42).
FXAIXMRGCXFXAIX / MRGCX
Total Expense Ratio0.011.641%
Annual Report Gross Expense Ratio0.011.651%
Fund Existence15 years29 years-
Gain YTD18.942-3.570-531%
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 year15.86-5.66-280%
Returns for 3 years87.5825.73340%
Returns for 5 years100.7214.42698%
Returns for 10 years271.7975.44360%
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