FXAIX
Price
$240.65
Change
-$1.29 (-0.53%)
Updated
Jan 14 closing price
Net Assets
740.02B
MRGJX
Price
$51.48
Change
-$0.32 (-0.62%)
Updated
Jan 14 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$240.65
Change-$1.29 (-0.53%)
VolumeN/A
Net Assets740.02B
MFS Core Equity R4
Price$51.48
Change-$0.32 (-0.62%)
VolumeN/A
Net Assets6.56B
FXAIX vs MRGJX Comparison Chart in %
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FXAIX vs. MRGJX 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 MRGJX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 740B vs. MRGJX (6.56B). FXAIX pays higher dividends than MRGJX: FXAIX (1.11) vs MRGJX (0.65). FXAIX was incepted earlier than MRGJX: FXAIX (15 years) vs MRGJX (21 years). MRGJX (0.65) 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 : 20.68 vs. MRGJX (0.96). FXAIX return over 5 years is better than : 98.73 vs. MRGJX (28.42).
FXAIXMRGJXFXAIX / MRGJX
Total Expense Ratio0.010.642%
Annual Report Gross Expense Ratio0.010.652%
Fund Existence15 years21 years-
Gain YTD1.7751.398127%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets740B6.56B11,282%
Annual Yield % from dividends1.110.65172%
Returns for 1 year20.680.962,148%
Returns for 3 years81.6831.20262%
Returns for 5 years98.7328.42347%
Returns for 10 years310.44140.18221%
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