BTIEX
Price
$177.61
Change
+$1.05 (+0.59%)
Updated
Dec 1, 6:59 PM EST
FXAIX
Price
$159.92
Change
+$0.94 (+0.59%)
Updated
Dec 1, 6:59 PM EST
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Analysis and predictions BTIEX vs FXAIX

Header iconBTIEX vs FXAIX Comparison
Open Charts BTIEX vs FXAIXBanner chart's image
DWS Equity 500 Index S
Price$177.61
Change+$1.05 (+0.59%)
VolumeN/A
CapitalizationN/A
Fidelity® 500 Index
Price$159.92
Change+$0.94 (+0.59%)
VolumeN/A
CapitalizationN/A
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BTIEX vs FXAIX Comparison Chart

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VS
BTIEX vs. FXAIX commentary
Dec 03, 2023

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 BTIEX is a Buy and FXAIX is a Buy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 447B vs. BTIEX (376M). FXAIX pays higher dividends than BTIEX: FXAIX (1.47) vs BTIEX (1.21). BTIEX was incepted earlier than FXAIX: BTIEX (31 years) vs FXAIX (13 years). BTIEX (0.34) is less costly to investors than FXAIX (0.01). FXAIX is a more actively managed with annual turnover of: 3.00 vs. BTIEX (2.00). FXAIX has a lower initial minimum investment than BTIEX: FXAIX (0) vs BTIEX (2500). FXAIX annual gain was more profitable for investors over the last year : 14.59 vs. BTIEX (1.59). FXAIX return over 5 years is better than : 75.54 vs. BTIEX (-14.57).
BTIEXFXAIXBTIEX / FXAIX
Total Expense Ratio0.250.011,667%
Annual Report Gross Expense Ratio0.340.012,267%
Fund Existence31 years13 years-
Gain YTD20.79821.51997%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRA1000N/A-
Net Assets376M447B0%
Annual Yield % from dividends1.211.4782%
Returns for 1 year1.5914.5911%
Returns for 3 years-13.2331.47-42%
Returns for 5 years-14.5775.54-19%
Returns for 10 years2.12179.801%
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