FXAIX
Price
$220.34
Change
-$0.17 (-0.08%)
Updated
Aug 7 closing price
Net Assets
681.82B
LVOLX
Price
$17.97
Change
-$0.08 (-0.44%)
Updated
Aug 7 closing price
Net Assets
222.77M
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FXAIX vs LVOLX

Header iconFXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLXBanner chart's image
Fidelity 500 Index
Price$220.34
Change-$0.17 (-0.08%)
VolumeN/A
Net Assets681.82B
SGI US Large Cap Equity A
Price$17.97
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets222.77M
FXAIX vs LVOLX Comparison Chart in %
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FXAIX vs. LVOLX commentary
Aug 08, 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 LVOLX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. LVOLX (223M). FXAIX pays higher dividends than LVOLX: FXAIX (1.19) vs LVOLX (0.17). FXAIX was incepted earlier than LVOLX: FXAIX (14 years) vs LVOLX (10 years). LVOLX (1.22) is less costly to investors than FXAIX (0.01). LVOLX is a more actively managed with annual turnover of: 194.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than LVOLX: FXAIX (0) vs LVOLX (1000). FXAIX annual gain was more profitable for investors over the last year : 23.62 vs. LVOLX (-10.27). FXAIX return over 5 years is better than : 103.95 vs. LVOLX (-4.07).
FXAIXLVOLXFXAIX / LVOLX
Total Expense Ratio0.011.231%
Annual Report Gross Expense Ratio0.011.221%
Fund Existence14 years10 years-
Gain YTD8.6612.324373%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets682B223M305,830%
Annual Yield % from dividends1.190.17696%
Returns for 1 year23.62-10.27-230%
Returns for 3 years60.23-0.77-7,824%
Returns for 5 years103.95-4.07-2,552%
Returns for 10 years231.01N/A-
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