FXAIX
Price
$239.22
Change
-$1.22 (-0.51%)
Updated
Feb 4 closing price
Net Assets
752.97B
MRGJX
Price
$51.33
Change
-$5.76 (-10.09%)
Updated
Feb 3 closing price
Net Assets
6.56B
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FXAIX vs MRGJX

Header iconFXAIX vs MRGJX Comparison
Open Charts FXAIX vs MRGJXBanner chart's image
Fidelity 500 Index
Price$239.22
Change-$1.22 (-0.51%)
VolumeN/A
Net Assets752.97B
MFS Core Equity R4
Price$51.33
Change-$5.76 (-10.09%)
VolumeN/A
Net Assets6.56B
FXAIX vs MRGJX Comparison Chart in %
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FXAIX vs. MRGJX commentary
Feb 05, 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 MRGJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MRGJX (6.56B). FXAIX pays higher dividends than MRGJX: FXAIX (1.10) vs MRGJX (0.64). FXAIX was incepted earlier than MRGJX: FXAIX (15 years) vs MRGJX (21 years). MRGJX (0.64) is less costly to investors than FXAIX (0.01). MRGJX is a more actively managed with annual turnover of: 43.00 vs. FXAIX (3.00). FXAIX (0) and MRGJX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. MRGJX (-2.87). FXAIX return over 5 years is better than : 93.74 vs. MRGJX (24.99).
FXAIXMRGJXFXAIX / MRGJX
Total Expense Ratio0.010.632%
Annual Report Gross Expense Ratio0.010.642%
Fund Existence15 years21 years-
Gain YTD1.9981.103181%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets753B6.56B11,486%
Annual Yield % from dividends1.100.64173%
Returns for 1 year17.83-2.87-621%
Returns for 3 years75.9427.08280%
Returns for 5 years93.7424.99375%
Returns for 10 years310.97140.42221%
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