FXAIX
Price
$210.92
Change
+$1.11 (+0.53%)
Updated
Jan 30 closing price
Net Assets
619.45B
JEQIX
Price
$37.25
Change
+$0.40 (+1.09%)
Updated
Jan 30 closing price
Net Assets
678.62M
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FXAIX vs JEQIX

Header iconFXAIX vs JEQIX Comparison
Open Charts FXAIX vs JEQIXBanner chart's image
Fidelity 500 Index
Price$210.92
Change+$1.11 (+0.53%)
VolumeN/A
Net Assets619.45B
Johnson Equity Income
Price$37.25
Change+$0.40 (+1.09%)
VolumeN/A
Net Assets678.62M
FXAIX vs JEQIX Comparison Chart
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FXAIX vs. JEQIX commentary
Jan 31, 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 StrongBuy and JEQIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. JEQIX (679M). FXAIX pays higher dividends than JEQIX: FXAIX (1.31) vs JEQIX (0.82). FXAIX was incepted earlier than JEQIX: FXAIX (14 years) vs JEQIX (19 years). JEQIX is a more actively managed with annual turnover of: 32.38 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than JEQIX: FXAIX (0) vs JEQIX (1000000). FXAIX annual gain was more profitable for investors over the last year : 26.33 vs. JEQIX (8.06). FXAIX return over 5 years is better than : 102.48 vs. JEQIX (34.92).
FXAIXJEQIXFXAIX / JEQIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years19 years-
Gain YTD2.7523.36682%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets619B679M91,163%
Annual Yield % from dividends1.310.82160%
Returns for 1 year26.338.06327%
Returns for 3 years40.059.17437%
Returns for 5 years102.4834.92293%
Returns for 10 years225.0082.21274%
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